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 $8.55B AUM 29.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of Montreal opened a new position in CVR Energy (CVI) in Q1 2026: 8,146 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #2730 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in CVI as recently as Q3 2025.

Bank of Montreal first reported a position in CVI in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.11M in Q3 2013. 218 funds tracked by Wall St. Rank hold CVI as of Q1 2026.

  • Bank of Montreal held 8,146 shares of CVR Energy worth $274K as of Q1 2026.
  • CVR Energy was a new Bank of Montreal position in Q1 2026.
  • CVR Energy made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2730 holding.
  • Bank of Montreal first reported a position in CVR Energy in Q2 2013 and has held it in 44 quarters since.
  • Bank of Montreal's CVR Energy position peaked at $4.11M in Q3 2013.
  • 218 funds tracked by Wall St. Rank held CVR Energy as of Q1 2026.

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