Bank of Montreal
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Bank of Montreal’s Upexi UPXI Stock Holding History

Bank of Montreal’s Portfolio UPXI Stock Details UPXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-35,108
Closed -$203K – 3846
2025
Q3 		$203K Buy
+35,108
New +$214K ﹤0.01% 2776
2025
Q2 		– Sell
-10,008
Closed -$20.9K – 3756
2025
Q1 		$20.9K Hold
10,008
– – ﹤0.01% 3216
2024
Q4 		$35.9K Buy
+10,008
New +$46.3K ﹤0.01% 3172

Other funds holding UPXI

ACM
Arrington Capital Management Miami, Florida $163M AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 76.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal's UPXI Position: Q4 2025 in Review

Bank of Montreal sold out of Upexi (UPXI) in Q4 2025, closing a stake of 35,108 shares — an estimated $203K sold.

Bank of Montreal first reported a position in UPXI in Q4 2024 and held it in 3 quarters. The position peaked at $203K in Q3 2025. 65 funds tracked by Wall St. Rank hold UPXI as of Q4 2025.

  • Bank of Montreal reported no remaining Upexi position as of Q4 2025 after selling out during the quarter.
  • Bank of Montreal sold 35,108 Upexi shares in Q4 2025, an estimated $203K.
  • Bank of Montreal first reported a position in Upexi in Q4 2024 and held it in 3 quarters.
  • Bank of Montreal's Upexi position peaked at $203K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held Upexi as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.