Bank of Montreal
AZIO

Bank of Montreal’s Azio AI Holdings AZIO Stock Holding History

Bank of Montreal’s Portfolio AZIO Stock Details AZIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.6K Hold
13,300
– – ﹤0.01% 3566
2026
Q1 		$22.2K Buy
13,300
+3,300
+33% +$6.1K ﹤0.01% 3466
2025
Q4 		$3.59K Buy
+10,000
New +$11.9K ﹤0.01% 3519

Other funds holding AZIO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

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

Bank of Montreal held its Azio AI Holdings (AZIO) position steady in Q2 2026 at 13,300 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3566.

Bank of Montreal first reported a position in AZIO in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold AZIO as of Q2 2026.

  • Bank of Montreal held 13,300 shares of Azio AI Holdings worth $22.6K as of Q2 2026.
  • Bank of Montreal left its Azio AI Holdings share count unchanged in Q2 2026.
  • Azio AI Holdings made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3566 holding.
  • Bank of Montreal first reported a position in Azio AI Holdings in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Azio AI Holdings as of Q2 2026.

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