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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

BMO holding history

Bank of Montreal in every 13F filed by CX Institutional, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q3 2026 holdings

Shares (Q3 2026)
554
Value
$93.0K
% of portfolio
<0.1%
Quarters held
8
Since Q2 2022
Holdings of BMO by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2026554$93.0K<0.1%00.0%UnchangedHolders
Q2 2026554$98.0K<0.1%−16−2.8%ReducedHolders
Q1 2026570$77.0K<0.1%00.0%UnchangedHolders
Q4 2025570$74.0K<0.1%−173−23.3%ReducedHolders
Q3 2025743$97.0K<0.1%+302+68.5%AddedHolders
Q2 2025441$49.0K<0.1%00.0%UnchangedHolders
Q1 2025441$42.0K<0.1%+441NewHolders
Q3 20220$00.0%−33−100.0%Sold outHolders
Q2 202233$3.00K<0.1%+33NewHolders