Bank of Montreal
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Bank of Montreal’s CVR Energy CVI Stock Holding History

Bank of Montreal’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-75,100
Closed -$2.78M – 4745
2018
Q2 		$2.78M Buy
+75,100
New +$2.83M ﹤0.01% 1470

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of Montreal's CVI Position: Q2 2026 in Review

Bank of Montreal increased its CVR Energy (CVI) stake by 1.1% in Q2 2026, buying an estimated $2.83K and bringing the position to 8,235 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2931.

Bank of Montreal first reported a position in CVI in Q2 2013 and has held it in 45 quarters since. The position peaked at $4.11M in Q3 2013. 223 funds tracked by Wall St. Rank hold CVI as of Q2 2026.

  • Bank of Montreal held 8,235 shares of CVR Energy worth $227K as of Q2 2026.
  • Bank of Montreal bought 89 CVR Energy shares in Q2 2026, an estimated $2.83K.
  • CVR Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2931 holding.
  • Bank of Montreal first reported a position in CVR Energy in Q2 2013 and has held it in 45 quarters since.
  • Bank of Montreal's CVR Energy position peaked at $4.11M in Q3 2013.
  • 223 funds tracked by Wall St. Rank held CVR Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.