Bank of Montreal
LOKV

Bank of Montreal’s Live Oak Acquisition Corp V LOKV Stock Holding History

Bank of Montreal’s Portfolio LOKV Stock Details LOKV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-129,410
Closed -$1.33M – 4085
2025
Q4 		$1.33M Buy
+129,410
New +$1.33M ﹤0.01% 1824

Other funds holding LOKV

MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
TCM
Tenor Capital Management New York $6.49B AUM 3% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.91% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
CA
Crossingbridge Advisors Pleasantville, New York $553M AUM 1.32% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.28% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.89% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Bank of Montreal sold out of Live Oak Acquisition Corp V (LOKV) in Q1 2026, closing a stake of 129,410 shares — an estimated $1.33M sold.

Bank of Montreal first reported a position in LOKV in Q4 2025 and held it in 1 quarter. The position peaked at $1.33M in Q4 2025. 47 funds tracked by Wall St. Rank hold LOKV as of Q1 2026.

  • Bank of Montreal reported no remaining Live Oak Acquisition Corp V position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 129,410 Live Oak Acquisition Corp V shares in Q1 2026, an estimated $1.33M.
  • Bank of Montreal first reported a position in Live Oak Acquisition Corp V in Q4 2025 and held it in 1 quarter.
  • Bank of Montreal's Live Oak Acquisition Corp V position peaked at $1.33M in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Live Oak Acquisition Corp V as of Q1 2026.

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