Bank of Montreal
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Bank of Montreal’s Beazer Homes USA BZH Stock Holding History

Bank of Montreal’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-20,000
Closed -$420K – 4045
2014
Q2 		$420K Sell
20,000
-50,000
-71% -$972K ﹤0.01% 2184
2014
Q1 		$1.41M Sell
70,000
-66,300
-49% -$1.45M ﹤0.01% 1501
2013
Q4 		$3.33M Buy
136,300
+129,000
+1,767% +$2.55M ﹤0.01% 982
2013
Q3 		$131K Buy
+7,300
New +$128K ﹤0.01% 2406

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

Bank of Montreal increased its Beazer Homes USA (BZH) stake by 11% in Q1 2026, buying an estimated $30.4K and bringing the position to 13,446 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2773.

Bank of Montreal first reported a position in BZH in Q4 2013 and has held it in 46 quarters since. The position peaked at $5.52M in Q4 2019. 177 funds tracked by Wall St. Rank hold BZH as of Q1 2026.

  • Bank of Montreal held 13,446 shares of Beazer Homes USA worth $259K as of Q1 2026.
  • Bank of Montreal bought 1,318 Beazer Homes USA shares in Q1 2026, an estimated $30.4K.
  • Beazer Homes USA made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2773 holding.
  • Bank of Montreal first reported a position in Beazer Homes USA in Q4 2013 and has held it in 46 quarters since.
  • Bank of Montreal's Beazer Homes USA position peaked at $5.52M in Q4 2019.
  • 177 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2026.

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