Bank of Montreal’s Chord Energy CHRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.84M	Buy	+20,000	New	+$2.18M	﹤0.01%	1531
2019 Q3	–	Sell	-300,000	Closed	-$1.7M	–	4744
2019 Q2	$1.7M	Buy	+300,000	New	+$1.7M	﹤0.01%	1789
2016 Q4	–	Sell	-25,000	Closed	-$287K	–	4053
2016 Q3	$287K	Buy	+25,000	New	+$229K	﹤0.01%	2306
2015 Q1	–	Sell	-5,400	Closed	-$89K	–	3991
2014 Q4	$89K	Sell	5,400 -4,600	-46%	-$114K	﹤0.01%	2827
2014 Q3	$418K	Sell	10,000 -15,000	-60%	-$746K	﹤0.01%	2156
2014 Q2	$1.4M	Buy	25,000 +18,000	+257%	+$870K	﹤0.01%	1594
2014 Q1	$292K	Buy	+7,000	New	+$296K	﹤0.01%	2342

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal's CHRD Position: Q1 2026 in Review

Bank of Montreal increased its Chord Energy (CHRD) stake by 368% in Q1 2026, buying an estimated $3.29M and bringing the position to 38,413 shares worth $5.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Bank of Montreal first reported a position in CHRD in Q2 2013 and has held it in 46 quarters since. The position peaked at $33.3M in Q1 2017. 495 funds tracked by Wall St. Rank hold CHRD as of Q1 2026.

Bank of Montreal held 38,413 shares of Chord Energy worth $5.46M as of Q1 2026.
Bank of Montreal bought 30,208 Chord Energy shares in Q1 2026, an estimated $3.29M.
Chord Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1290 holding.
Bank of Montreal first reported a position in Chord Energy in Q2 2013 and has held it in 46 quarters since.
Bank of Montreal's Chord Energy position peaked at $33.3M in Q1 2017.
495 funds tracked by Wall St. Rank held Chord Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.