Bank of Montreal
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Bank of Montreal’s First Internet Bancorp INBK Stock Holding History

Bank of Montreal’s Portfolio INBK Stock Details INBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-311
Closed -$11K – 4258
2021
Q1 		$11K Sell
311
-1,200
-79% -$40.1K ﹤0.01% 4328
2020
Q4 		$46K Buy
1,511
+1,000
+196% +$24K ﹤0.01% 3990
2020
Q3 		$8K Sell
511
-299
-37% -$4.56K ﹤0.01% 4225
2020
Q2 		$12K Buy
810
+676
+504% +$10.6K ﹤0.01% 4083
2020
Q1 		$2K Sell
134
-1,147
-90% -$26.5K ﹤0.01% 3863
2019
Q4 		$30K Buy
1,281
+299
+30% +$6.79K ﹤0.01% 4081
2019
Q3 		$21K Buy
982
+149
+18% +$3.06K ﹤0.01% 4064
2019
Q2 		$18K Buy
833
+363
+77% +$7.73K ﹤0.01% 4238
2019
Q1 		$9K Sell
470
-137
-23% -$2.88K ﹤0.01% 3907
2018
Q4 		$13K Buy
607
+72
+13% +$1.81K ﹤0.01% 3796
2018
Q3 		$16K Buy
535
+10
+2% +$318 ﹤0.01% 3777
2018
Q2 		$18K Sell
525
-4,217
-89% -$148K ﹤0.01% 3778
2018
Q1 		$175K Hold
4,742
– – ﹤0.01% 2689
2017
Q4 		$181K Buy
4,742
+960
+25% +$35.9K ﹤0.01% 2725
2017
Q3 		$123K Sell
3,782
-686
-15% -$20.9K ﹤0.01% 2900
2017
Q2 		$125K Buy
4,468
+468
+12% +$13K ﹤0.01% 2885
2017
Q1 		$118K Buy
+4,000
New +$122K ﹤0.01% 2738
2014
Q1 		– Sell
-2,475
Closed -$56K – 4071
2013
Q4 		$56K Buy
+2,475
New +$60.4K ﹤0.01% 2809

Other funds holding INBK

SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's INBK Position: Q2 2021 in Review

Bank of Montreal sold out of First Internet Bancorp (INBK) in Q2 2021, closing a stake of 311 shares — an estimated $11K sold.

Bank of Montreal first reported a position in INBK in Q4 2013 and held it in 18 quarters. The position peaked at $181K in Q4 2017. 100 funds tracked by Wall St. Rank hold INBK as of Q2 2021.

  • Bank of Montreal reported no remaining First Internet Bancorp position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 311 First Internet Bancorp shares in Q2 2021, an estimated $11K.
  • Bank of Montreal first reported a position in First Internet Bancorp in Q4 2013 and held it in 18 quarters.
  • Bank of Montreal's First Internet Bancorp position peaked at $181K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held First Internet Bancorp as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.