Bank of Montreal
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Bank of Montreal’s Babcock & Wilcox BW Stock Holding History

Bank of Montreal’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$487K Buy
34,557
+1,306
+4% +$22.2K ﹤0.01% 2478
2026
Q1 		$488K Buy
+33,251
New +$350K ﹤0.01% 2407
2024
Q3 		– Sell
-60,610
Closed -$100K – 3885
2024
Q2 		$100K Buy
+60,610
New +$72.8K ﹤0.01% 3236
2023
Q4 		– Sell
-61,301
Closed -$300K – 3997
2023
Q3 		$300K Buy
+61,301
New +$320K ﹤0.01% 2809
2023
Q1 		– Sell
-11,585
Closed -$67.3K – 3815
2022
Q4 		$67.3K Buy
+11,585
New +$63.3K ﹤0.01% 3469
2020
Q1 		– Sell
-2,773
Closed -$10K – 4145
2019
Q4 		$10K Hold
2,773
– – ﹤0.01% 4562
2019
Q3 		$13K Sell
2,773
-205
-7% -$785 ﹤0.01% 4307
2019
Q2 		$10K Buy
2,978
+1,187
+66% +$4.58K ﹤0.01% 4516
2019
Q1 		$7K Sell
1,791
-45
-2% -$247 ﹤0.01% 3952
2018
Q4 		$7K Buy
1,836
+23
+1% +$205 ﹤0.01% 3977
2018
Q3 		$18K Buy
1,813
+842
+87% +$14K ﹤0.01% 3740
2018
Q2 		$24K Buy
971
+31
+3% +$823 ﹤0.01% 3672
2018
Q1 		$41K Sell
940
-1,410
-60% -$81.8K ﹤0.01% 3308
2017
Q4 		$133K Buy
2,350
+1,800
+327% +$81.7K ﹤0.01% 2878
2017
Q3 		$18K Buy
550
+408
+287% +$25.1K ﹤0.01% 3548
2017
Q2 		$17K Sell
142
-541
-79% -$55.8K ﹤0.01% 3581
2017
Q1 		$64K Sell
683
-3,090
-82% -$433K ﹤0.01% 2991
2016
Q4 		$602K Buy
3,773
+93
+3% +$14.8K ﹤0.01% 2060
2016
Q3 		$607K Sell
3,680
-2
-0.1% -$321 ﹤0.01% 2016
2016
Q2 		$541K Buy
3,682
+3,313
+898% +$707K ﹤0.01% 2092
2016
Q1 		$79K Buy
369
+33
+10% +$6.58K ﹤0.01% 2882
2015
Q4 		$70K Sell
336
-46
-12% -$8.39K ﹤0.01% 2908
2015
Q3 		$64K Buy
+382
New +$70.5K ﹤0.01% 2825

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of Montreal increased its Babcock & Wilcox (BW) stake by 3.9% in Q2 2026, buying an estimated $22.2K and bringing the position to 34,557 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #2478.

Bank of Montreal first reported a position in BW in Q3 2015 and has held it in 23 quarters since. The position peaked at $607K in Q3 2016. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Bank of Montreal held 34,557 shares of Babcock & Wilcox worth $487K as of Q2 2026.
  • Bank of Montreal bought 1,306 Babcock & Wilcox shares in Q2 2026, an estimated $22.2K.
  • Babcock & Wilcox made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2478 holding.
  • Bank of Montreal first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 23 quarters since.
  • Bank of Montreal's Babcock & Wilcox position peaked at $607K in Q3 2016.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

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