Bank of Montreal
BTE icon

Bank of Montreal’s Baytex Energy BTE Stock Holding History

Bank of Montreal’s Portfolio BTE Stock Details BTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.7M Buy
5,970,280
+2,057,646
+53% +$7.59M 0.01% 744
2025
Q4 		$12.7M Buy
3,912,634
+223,818
+6% +$624K ﹤0.01% 1026
2025
Q3 		$8.64M Buy
3,688,816
+1,324,644
+56% +$2.84M ﹤0.01% 1104
2025
Q2 		$4.24M Sell
2,364,172
-1,341,364
-36% -$2.35M ﹤0.01% 1313
2025
Q1 		$8.22M Buy
3,705,536
+290,020
+8% +$691K ﹤0.01% 1010
2024
Q4 		$8.78M Sell
3,415,516
-273,481
-7% -$777K ﹤0.01% 1037
2024
Q3 		$10.8M Sell
3,688,997
-469,647
-11% -$1.6M ﹤0.01% 1008
2024
Q2 		$14.3M Sell
4,158,644
-18,267
-0.4% -$65.4K ﹤0.01% 884
2024
Q1 		$14.7M Buy
4,176,911
+341,619
+9% +$1.11M ﹤0.01% 839
2023
Q4 		$13.1M Buy
3,835,292
+741,883
+24% +$2.87M ﹤0.01% 933
2023
Q3 		$13.4M Buy
3,093,409
+577,247
+23% +$2.27M ﹤0.01% 867
2023
Q2 		$8.24M Buy
2,516,162
+636,030
+34% +$2.23M ﹤0.01% 1090
2023
Q1 		$7.15M Buy
+1,880,132
New +$6.96M ﹤0.01% 1076
2020
Q4 		– Sell
-273,022
Closed -$95K – 4938
2020
Q3 		$95K Sell
273,022
-198,395
-42% -$96K ﹤0.01% 3101
2020
Q2 		$223K Sell
471,417
-1,636,602
-78% -$587K ﹤0.01% 2671
2020
Q1 		$584K Sell
2,108,019
-1,224,738
-37% -$1.13M ﹤0.01% 1908
2019
Q4 		$4.83M Buy
3,332,757
+89,138
+3% +$110K ﹤0.01% 1377
2019
Q3 		$4.8M Buy
3,243,619
+253,710
+8% +$364K ﹤0.01% 1227
2019
Q2 		$4.6M Buy
2,989,909
+3,724
+0.1% +$6.75K ﹤0.01% 1240
2019
Q1 		$5.05M Sell
2,986,185
-429,468
-13% -$753K ﹤0.01% 1164
2018
Q4 		$6.01M Buy
3,415,653
+321,788
+10% +$657K 0.01% 995
2018
Q3 		$9M Buy
3,093,865
+1,343,164
+77% +$4.12M 0.01% 943
2018
Q2 		$5.83M Buy
1,750,701
+1,050,377
+150% +$4.12M ﹤0.01% 1096
2018
Q1 		$1.92M Sell
700,324
-52,247
-7% -$152K ﹤0.01% 1580
2017
Q4 		$2.26M Sell
752,571
-3,970
-0.5% -$11.7K ﹤0.01% 1528
2017
Q3 		$2.28M Buy
756,541
+39,138
+5% +$102K ﹤0.01% 1558
2017
Q2 		$1.74M Buy
717,403
+7,259
+1% +$21.6K ﹤0.01% 1694
2017
Q1 		$2.43M Sell
710,144
-874,089
-55% -$3.4M ﹤0.01% 1424
2016
Q4 		$6.8M Sell
1,584,233
-776,116
-33% -$3.37M 0.01% 948
2016
Q3 		$10M Buy
2,360,349
+1,495,554
+173% +$7.23M 0.01% 809
2016
Q2 		$5.01M Buy
864,795
+212,410
+33% +$1.06M 0.01% 1101
2016
Q1 		$2.59M Buy
652,385
+105,169
+19% +$275K ﹤0.01% 1314
2015
Q4 		$1.77M Sell
547,216
-575,489
-51% -$2.25M ﹤0.01% 1456
2015
Q3 		$3.59M Sell
1,122,705
-227,756
-17% -$1.74M 0.01% 1064
2015
Q2 		$21M Buy
1,350,461
+23,616
+2% +$416K 0.02% 502
2015
Q1 		$21M Sell
1,326,845
-2,090,671
-61% -$33.3M 0.02% 490
2014
Q4 		$56.8M Sell
3,417,516
-580,365
-15% -$14.8M 0.06% 243
2014
Q3 		$151M Buy
3,997,881
+64,759
+2% +$2.75M 0.17% 116
2014
Q2 		$182M Buy
3,933,122
+179,269
+5% +$7.61M 0.2% 96
2014
Q1 		$154M Buy
3,753,853
+361,236
+11% +$13.6M 0.2% 98
2013
Q4 		$133M Sell
3,392,617
-125,384
-4% -$5.04M 0.18% 113
2013
Q3 		$145M Buy
3,518,001
+329,836
+10% +$13.3M 0.23% 92
2013
Q2 		$115M Buy
+3,188,165
New +$123M 0.2% 104

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return

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

Bank of Montreal increased its Baytex Energy (BTE) stake by 53% in Q1 2026, buying an estimated $7.59M and bringing the position to 5,970,280 shares worth $26.7M. The position accounts for 0.01% of the portfolio, ranked #744.

Bank of Montreal first reported a position in BTE in Q2 2013 and has held it in 43 quarters since. The position peaked at $182M in Q2 2014. 177 funds tracked by Wall St. Rank hold BTE as of Q1 2026.

  • Bank of Montreal held 5,970,280 shares of Baytex Energy worth $26.7M as of Q1 2026.
  • Bank of Montreal bought 2,057,646 Baytex Energy shares in Q1 2026, an estimated $7.59M.
  • Baytex Energy made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #744 holding.
  • Bank of Montreal first reported a position in Baytex Energy in Q2 2013 and has held it in 43 quarters since.
  • Bank of Montreal's Baytex Energy position peaked at $182M in Q2 2014.
  • 177 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2026.

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