Bank of Montreal’s Core AI Holdings Inc CHAI Stock Holding History

Bank of Montreal’s Portfolio CHAI Stock Details CHAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,250	Closed	-$74K	–	3798
2025 Q2	$74K	Buy	+6,250	New	+$58.6K	﹤0.01%	3063
2021 Q2	–	Hold	0	–	-$2K	–	4827
2021 Q1	–	Hold	0	–	–	–	4923
2020 Q4	–	Hold	0	–	–	–	4842

Other funds holding CHAI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

BWM

Bernard Wealth Management Royal Oak, Michigan $234M AUM 27.82% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Bank of Montreal's CHAI Position: Q3 2025 in Review

Bank of Montreal sold out of Core AI Holdings Inc (CHAI) in Q3 2025, closing a stake of 6,250 shares — an estimated $74K sold.

Bank of Montreal first reported a position in CHAI in Q2 2025 and held it in 1 quarter. The position peaked at $74K in Q2 2025. 9 funds tracked by Wall St. Rank hold CHAI as of Q3 2025.

Bank of Montreal reported no remaining Core AI Holdings Inc position as of Q3 2025 after selling out during the quarter.
Bank of Montreal sold 6,250 Core AI Holdings Inc shares in Q3 2025, an estimated $74K.
Bank of Montreal first reported a position in Core AI Holdings Inc in Q2 2025 and held it in 1 quarter.
Bank of Montreal's Core AI Holdings Inc position peaked at $74K in Q2 2025.
9 funds tracked by Wall St. Rank held Core AI Holdings Inc as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.