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
2025 Q4	–	Sell	-1,600,000	Closed	-$3.75M	–	3620
2025 Q3	$3.75M	Buy	+1,600,000	New	+$3.43M	﹤0.01%	1426
2024 Q2	–	Sell	-75,000	Closed	-$265K	–	3868
2024 Q1	$265K	Sell	75,000 -65,000	-46%	-$211K	﹤0.01%	2862
2023 Q4	$480K	Buy	+140,000	New	+$542K	﹤0.01%	2533
2019 Q1	–	Sell	-335,500	Closed	-$591K	–	4336
2018 Q4	$591K	Sell	335,500 -423,300	-56%	-$865K	﹤0.01%	2097
2018 Q3	$2.21M	Buy	758,800 +660,000	+668%	+$2.02M	﹤0.01%	1619
2018 Q2	$329K	Buy	+98,800	New	+$387K	﹤0.01%	2536
2017 Q1	–	Sell	-130,000	Closed	-$558K	–	3980
2016 Q4	$558K	Hold	130,000	–	–	﹤0.01%	2086
2016 Q3	$553K	Buy	130,000 +70,000	+117%	+$338K	﹤0.01%	2053
2016 Q2	$347K	Buy	+60,000	New	+$300K	﹤0.01%	2232
2015 Q3	–	Sell	-166,000	Closed	-$2.59M	–	3985
2015 Q2	$2.59M	Buy	+166,000	New	+$2.92M	﹤0.01%	1292
2014 Q4	–	Sell	-20,000	Closed	-$757K	–	4023
2014 Q3	$757K	Buy	+20,000	New	+$850K	﹤0.01%	1895

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

JCA

Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

WCCM

Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Bank of Montreal's BTE Position: Q2 2026 in Review

Bank of Montreal increased its Baytex Energy (BTE) stake by 36% in Q2 2026, buying an estimated $10.1M and bringing the position to 8,146,171 shares worth $32.6M. The position accounts for 0.01% of the portfolio, ranked #737.

Bank of Montreal first reported a position in BTE in Q2 2013 and has held it in 44 quarters since. The position peaked at $182M in Q2 2014. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

Bank of Montreal held 8,146,171 shares of Baytex Energy worth $32.6M as of Q2 2026.
Bank of Montreal bought 2,175,891 Baytex Energy shares in Q2 2026, an estimated $10.1M.
Baytex Energy made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #737 holding.
Bank of Montreal first reported a position in Baytex Energy in Q2 2013 and has held it in 44 quarters since.
Bank of Montreal's Baytex Energy position peaked at $182M in Q2 2014.
186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.