Bank of Montreal
CIVI

Bank of Montreal’s Civitas Resources CIVI Stock Holding History

Bank of Montreal’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,800
Closed -$519K – 3887
2024
Q1 		$519K Buy
+6,800
New +$455K ﹤0.01% 2414

Other funds holding CIVI

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Bank of Montreal sold out of Civitas Resources (CIVI) in Q1 2026, closing a stake of 13,099 shares — an estimated $355K sold.

Bank of Montreal first reported a position in CIVI in Q2 2013 and held it in 50 quarters. The position peaked at $9.58M in Q2 2015. 2 funds tracked by Wall St. Rank hold CIVI as of Q1 2026.

  • Bank of Montreal reported no remaining Civitas Resources position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 13,099 Civitas Resources shares in Q1 2026, an estimated $355K.
  • Bank of Montreal first reported a position in Civitas Resources in Q2 2013 and held it in 50 quarters.
  • Bank of Montreal's Civitas Resources position peaked at $9.58M in Q2 2015.
  • 2 funds tracked by Wall St. Rank held Civitas Resources as of Q1 2026.

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