Bank of Montreal’s NIO NIO Stock Holding History

Bank of Montreal’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,172,800	Closed	-$84.1M	–	4508
2021 Q1	$84.1M	Sell	2,172,800 -2,882,400	-57%	-$147M	0.05%	292
2020 Q4	$317M	Buy	5,055,200 +1,647,700	+48%	+$63.7M	0.21%	99
2020 Q3	$70.4M	Sell	3,407,500 -89,600	-3%	-$1.38M	0.06%	271
2020 Q2	$51M	Sell	3,497,100 -3,848,200	-52%	-$16.9M	0.05%	317
2020 Q1	$17.6M	Buy	7,345,300 +3,460,900	+89%	+$12.9M	0.02%	534
2019 Q4	$15.6M	Buy	3,884,400 +1,221,000	+46%	+$2.46M	0.01%	774
2019 Q3	$4.16M	Sell	2,663,400 -1,985,500	-43%	-$6.07M	﹤0.01%	1293
2019 Q2	$11.9M	Buy	4,648,900 +4,606,300	+10,813%	+$18.5M	0.01%	823
2019 Q1	$217K	Sell	42,600 -87,700	-67%	-$622K	﹤0.01%	2687
2018 Q4	$830K	Buy	+130,300	New	+$906K	﹤0.01%	1967

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal increased its NIO (NIO) stake by 4.4% in Q1 2026, buying an estimated $56.1K and bringing the position to 265,985 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1779.

Bank of Montreal first reported a position in NIO in Q3 2018 and has held it in 28 quarters since. The position peaked at $69.9M in Q1 2022. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Bank of Montreal held 265,985 shares of NIO worth $1.6M as of Q1 2026.
Bank of Montreal bought 11,108 NIO shares in Q1 2026, an estimated $56.1K.
NIO made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1779 holding.
Bank of Montreal first reported a position in NIO in Q3 2018 and has held it in 28 quarters since.
Bank of Montreal's NIO position peaked at $69.9M in Q1 2022.
433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

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