Bank of Montreal
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Bank of Montreal’s Calidi Biotherapeutics CLDI Stock Holding History

Bank of Montreal’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,201
Closed -$97.2K – 3564
2025
Q2 		$97.2K Sell
2,201
-350
-14% -$27.2K ﹤0.01% 2993
2025
Q1 		$277K Buy
2,551
+2,486
+3,825% +$453K ﹤0.01% 2559
2024
Q4 		$14.4K Buy
+65
New +$19.5K ﹤0.01% 3304
2023
Q3 		– Sell
-99
Closed -$2.01M – 3855
2023
Q2 		$2.01M Sell
99
-4
-4% -$79.5K ﹤0.01% 1824
2023
Q1 		$2.03M Sell
103
-62
-38% -$1.22M ﹤0.01% 1689
2022
Q4 		$3.22M Buy
+165
New +$3.16M ﹤0.01% 1538
2022
Q3 		– Sell
-52
Closed -$995K – 4107
2022
Q2 		$995K Hold
52
– – ﹤0.01% 2302
2022
Q1 		$987K Buy
+52
New +$983K ﹤0.01% 2347

Other funds holding CLDI

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $2.8B AUM 13.35% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return

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

Bank of Montreal sold out of Calidi Biotherapeutics (CLDI) in Q3 2025, closing a stake of 2,201 shares — an estimated $97.2K sold.

Bank of Montreal first reported a position in CLDI in Q1 2022 and held it in 8 quarters. The position peaked at $3.22M in Q4 2022. 21 funds tracked by Wall St. Rank hold CLDI as of Q3 2025.

  • Bank of Montreal reported no remaining Calidi Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 2,201 Calidi Biotherapeutics shares in Q3 2025, an estimated $97.2K.
  • Bank of Montreal first reported a position in Calidi Biotherapeutics in Q1 2022 and held it in 8 quarters.
  • Bank of Montreal's Calidi Biotherapeutics position peaked at $3.22M in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q3 2025.

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