Bank of Montreal
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Bank of Montreal’s Inovio Pharmaceuticals INO Stock Holding History

Bank of Montreal’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-9,008
Closed -$951K – 4264
2021
Q1 		$951K Sell
9,008
-567
-6% -$74.6K ﹤0.01% 2224
2020
Q4 		$1.04M Sell
9,575
-20,967
-69% -$2.79M ﹤0.01% 2212
2020
Q3 		$4.55M Buy
+30,542
New +$6.37M ﹤0.01% 1253
2020
Q2 		– Sell
-4,267
Closed -$385K – 4720
2020
Q1 		$385K Buy
+4,267
New +$263K ﹤0.01% 2094
2017
Q1 		– Sell
-2,600
Closed -$221K – 4081
2016
Q4 		$221K Sell
2,600
-8
-0.3% -$723 ﹤0.01% 2449
2016
Q3 		$292K Hold
2,608
– – ﹤0.01% 2299
2016
Q2 		$289K Buy
2,608
+1,008
+63% +$122K ﹤0.01% 2299
2016
Q1 		$167K Buy
+1,600
New +$124K ﹤0.01% 2566

Other funds holding INO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCM
Boxer Capital Management San Diego, California $762M AUM 1,125.36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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 INO Position: Q1 2026 in Review

Bank of Montreal sold out of Inovio Pharmaceuticals (INO) in Q1 2026, closing a stake of 17,382 shares — an estimated $30.2K sold.

Bank of Montreal first reported a position in INO in Q1 2014 and held it in 34 quarters. The position peaked at $3.54M in Q3 2020. 100 funds tracked by Wall St. Rank hold INO as of Q1 2026.

  • Bank of Montreal reported no remaining Inovio Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 17,382 Inovio Pharmaceuticals shares in Q1 2026, an estimated $30.2K.
  • Bank of Montreal first reported a position in Inovio Pharmaceuticals in Q1 2014 and held it in 34 quarters.
  • Bank of Montreal's Inovio Pharmaceuticals position peaked at $3.54M in Q3 2020.
  • 100 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2026.

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