Bank of Montreal
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Bank of Montreal’s HCI Group HCI Stock Holding History

Bank of Montreal’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,079
Closed -$207K – 3860
2025
Q4 		$207K Buy
+1,079
New +$203K ﹤0.01% 2823
2025
Q3 		– Sell
-1,994
Closed -$301K – 3650
2025
Q2 		$301K Buy
1,994
+176
+10% +$27K ﹤0.01% 2580
2025
Q1 		$271K Buy
+1,818
New +$231K ﹤0.01% 2570
2023
Q1 		– Sell
-88,735
Closed -$3.55M – 3953
2022
Q4 		$3.55M Buy
+88,735
New +$3.27M ﹤0.01% 1481
2022
Q2 		– Sell
-2,955
Closed -$209K – 4220
2022
Q1 		$209K Sell
2,955
-117
-4% -$8K ﹤0.01% 3428
2021
Q4 		$268K Sell
3,072
-18,238
-86% -$2.13M ﹤0.01% 2795
2021
Q3 		$2.44M Sell
21,310
-1,152
-5% -$120K ﹤0.01% 1976
2021
Q2 		$2.24M Buy
22,462
+6,287
+39% +$510K ﹤0.01% 1997
2021
Q1 		$1.27M Sell
16,175
-3,561
-18% -$224K ﹤0.01% 2026
2020
Q4 		$1.07M Sell
19,736
-67,982
-78% -$3.43M ﹤0.01% 2199
2020
Q3 		$4.33M Buy
87,718
+66,161
+307% +$3.36M ﹤0.01% 1285
2020
Q2 		$956K Buy
21,557
+19,849
+1,162% +$860K ﹤0.01% 1946
2020
Q1 		$68K Sell
1,708
-649
-28% -$28K ﹤0.01% 2776
2019
Q4 		$108K Buy
2,357
+1,101
+88% +$48.6K ﹤0.01% 3453
2019
Q3 		$53K Buy
1,256
+162
+15% +$6.67K ﹤0.01% 3590
2019
Q2 		$44K Buy
1,094
+570
+109% +$23.7K ﹤0.01% 3757
2019
Q1 		$22K Buy
524
+258
+97% +$11.9K ﹤0.01% 3642
2018
Q4 		$13K Buy
266
+52
+24% +$2.54K ﹤0.01% 3795
2018
Q3 		$9K Sell
214
-2
-0.9% -$83 ﹤0.01% 3949
2018
Q2 		$9K Buy
216
+52
+32% +$2.15K ﹤0.01% 3983
2018
Q1 		$6K Hold
164
– – ﹤0.01% 3887
2017
Q4 		$5K Sell
164
-39,828
-100% -$1.33M ﹤0.01% 3924
2017
Q3 		$1.53M Sell
39,992
-5,314
-12% -$218K ﹤0.01% 1762
2017
Q2 		$2.13M Sell
45,306
-19,725
-30% -$901K ﹤0.01% 1588
2017
Q1 		$2.96M Sell
65,031
-5,336
-8% -$235K ﹤0.01% 1312
2016
Q4 		$2.28M Buy
70,367
+11,263
+19% +$360K ﹤0.01% 1482
2016
Q3 		$1.79M Sell
59,104
-19,149
-24% -$584K ﹤0.01% 1557
2016
Q2 		$2.13M Buy
78,253
+8,173
+12% +$252K ﹤0.01% 1477
2016
Q1 		$2.33M Buy
70,080
+14,315
+26% +$466K ﹤0.01% 1370
2015
Q4 		$1.94M Buy
55,765
+38,980
+232% +$1.52M ﹤0.01% 1413
2015
Q3 		$650K Sell
16,785
-3,064
-15% -$127K ﹤0.01% 1737
2015
Q2 		$877K Buy
19,849
+5,621
+40% +$252K ﹤0.01% 1728
2015
Q1 		$652K Buy
14,228
+6,165
+76% +$286K ﹤0.01% 1814
2014
Q4 		$348K Buy
8,063
+3,745
+87% +$165K ﹤0.01% 2231
2014
Q3 		$156K Sell
4,318
-287
-6% -$11.6K ﹤0.01% 2641
2014
Q2 		$188K Buy
4,605
+1,115
+32% +$43.1K ﹤0.01% 2535
2014
Q1 		$127K Buy
3,490
+832
+31% +$36.5K ﹤0.01% 2695
2013
Q4 		$142K Buy
2,658
+419
+19% +$19.2K ﹤0.01% 2374
2013
Q3 		$91K Hold
2,239
– – ﹤0.01% 2548
2013
Q2 		$69K Buy
+2,239
New +$67.9K ﹤0.01% 2566

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of Montreal sold out of HCI Group (HCI) in Q1 2026, closing a stake of 1,079 shares — an estimated $207K sold.

Bank of Montreal first reported a position in HCI in Q2 2013 and held it in 40 quarters. The position peaked at $4.33M in Q3 2020. 278 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • Bank of Montreal reported no remaining HCI Group position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 1,079 HCI Group shares in Q1 2026, an estimated $207K.
  • Bank of Montreal first reported a position in HCI Group in Q2 2013 and held it in 40 quarters.
  • Bank of Montreal's HCI Group position peaked at $4.33M in Q3 2020.
  • 278 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

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