Bank of Montreal
BW icon

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
2018
Q2 		– Sell
-2,100
Closed -$92K – 4715
2018
Q1 		$92K Hold
2,100
– – ﹤0.01% 2993
2017
Q4 		$119K Buy
2,100
+1,800
+600% +$81.7K ﹤0.01% 2935
2017
Q3 		$10K Buy
+300
New +$18.4K ﹤0.01% 3690

Other funds holding BW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 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. 94 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.
  • 94 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.