Bank of Montreal’s CXApp CXAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.61K	Sell	20,000 -15,000	-43%	-$3.73K	﹤0.01%	3665
2025 Q4	$11.6K	Hold	35,000	–	–	﹤0.01%	3407
2025 Q3	$25.9K	Hold	35,000	–	–	﹤0.01%	3246
2025 Q2	$37.5K	Hold	35,000	–	–	﹤0.01%	3192
2025 Q1	$31.5K	Hold	35,000	–	–	﹤0.01%	3147
2024 Q4	$63.7K	Hold	35,000	–	–	﹤0.01%	3057
2024 Q3	$59.9K	Hold	35,000	–	–	﹤0.01%	3375
2024 Q2	$75.6K	Buy	+35,000	New	+$115K	﹤0.01%	3323
2023 Q3	–	Sell	-10,000	Closed	–	–	3878
2023 Q2	$0	Buy	+10,000	New	+$91.3K	﹤0.01%	4020
2022 Q2	–	Sell	-51,435	Closed	-$517K	–	4155
2022 Q1	$517K	Buy	51,435 +17,468	+51%	+$175K	﹤0.01%	2807
2021 Q4	$340K	Buy	+33,967	New	+$339K	﹤0.01%	2653
2021 Q2	–	Sell	-10,000	Closed	-$99K	–	3960
2021 Q1	$99K	Buy	+10,000	New	+$100K	﹤0.01%	3398

Other funds holding CXAI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Bank of Montreal reduced its CXApp (CXAI) stake by 43% in Q1 2026, selling an estimated $3.73K and leaving 20,000 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #3665.

Bank of Montreal first reported a position in CXAI in Q1 2021 and has held it in 12 quarters since. The position peaked at $517K in Q1 2022. 39 funds tracked by Wall St. Rank hold CXAI as of Q1 2026.

Bank of Montreal held 20,000 shares of CXApp worth $3.61K as of Q1 2026.
Bank of Montreal sold 15,000 CXApp shares in Q1 2026, an estimated $3.73K.
CXApp made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3665 holding.
Bank of Montreal first reported a position in CXApp in Q1 2021 and has held it in 12 quarters since.
Bank of Montreal's CXApp position peaked at $517K in Q1 2022.
39 funds tracked by Wall St. Rank held CXApp as of Q1 2026.

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