Bank of Montreal’s Optical Cable Corp OCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,000	Closed	-$36.1K	–	3667
2024 Q4	$36.1K	Buy	+10,000	New	+$24.7K	﹤0.01%	3170

Other funds holding OCC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Montreal's OCC Position: Q1 2025 in Review

Bank of Montreal sold out of Optical Cable Corp (OCC) in Q1 2025, closing a stake of 10,000 shares — an estimated $36.1K sold.

Bank of Montreal first reported a position in OCC in Q4 2024 and held it in 1 quarter. The position peaked at $36.1K in Q4 2024. 27 funds tracked by Wall St. Rank hold OCC as of Q1 2025.

Bank of Montreal reported no remaining Optical Cable Corp position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 10,000 Optical Cable Corp shares in Q1 2025, an estimated $36.1K.
Bank of Montreal first reported a position in Optical Cable Corp in Q4 2024 and held it in 1 quarter.
Bank of Montreal's Optical Cable Corp position peaked at $36.1K in Q4 2024.
27 funds tracked by Wall St. Rank held Optical Cable Corp as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.