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 Q2	$3.72K	Hold	400	–	–	﹤0.01%	3755
2026 Q1	$3.61K	Sell	400 -300	-43%	-$3.73K	﹤0.01%	3665
2025 Q4	$11.6K	Hold	700	–	–	﹤0.01%	3407
2025 Q3	$25.9K	Hold	700	–	–	﹤0.01%	3246
2025 Q2	$37.5K	Hold	700	–	–	﹤0.01%	3192
2025 Q1	$31.5K	Hold	700	–	–	﹤0.01%	3147
2024 Q4	$63.7K	Hold	700	–	–	﹤0.01%	3057
2024 Q3	$59.9K	Hold	700	–	–	﹤0.01%	3375
2024 Q2	$75.6K	Buy	+700	New	+$115K	﹤0.01%	3323
2023 Q3	–	Sell	-200	Closed	–	–	3878
2023 Q2	$0	Buy	+200	New	+$91.3K	﹤0.01%	4020
2022 Q2	–	Sell	-1,029	Closed	-$517K	–	4155
2022 Q1	$517K	Buy	1,029 +350	+52%	+$175K	﹤0.01%	2807
2021 Q4	$340K	Buy	+679	New	+$338K	﹤0.01%	2653
2021 Q2	–	Sell	-200	Closed	-$99K	–	3960
2021 Q1	$99K	Buy	+200	New	+$100K	﹤0.01%	3398

Other funds holding CXAI

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Bank of Montreal held its CXApp (CXAI) position steady in Q2 2026 at 400 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3755.

Bank of Montreal first reported a position in CXAI in Q1 2021 and has held it in 13 quarters since. The position peaked at $517K in Q1 2022. 34 funds tracked by Wall St. Rank hold CXAI as of Q2 2026.

Bank of Montreal held 400 shares of CXApp worth $3.72K as of Q2 2026.
Bank of Montreal left its CXApp share count unchanged in Q2 2026.
CXApp made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3755 holding.
Bank of Montreal first reported a position in CXApp in Q1 2021 and has held it in 13 quarters since.
Bank of Montreal's CXApp position peaked at $517K in Q1 2022.
34 funds tracked by Wall St. Rank held CXApp as of Q2 2026.

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