Bank of Montreal
CWAN

Bank of Montreal’s Clearwater Analytics CWAN Stock Holding History

Bank of Montreal’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-40,645
Closed -$961K – 3885
2026
Q1 		$961K Sell
40,645
-2,851
-7% -$67.5K ﹤0.01% 2056
2025
Q4 		$1.05M Buy
43,496
+6,227
+17% +$125K ﹤0.01% 1949
2025
Q3 		$672K Buy
+37,269
New +$756K ﹤0.01% 2133

Other funds holding CWAN

GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 37.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Bank of Montreal sold out of Clearwater Analytics (CWAN) in Q2 2026, closing a stake of 40,645 shares — an estimated $961K sold.

Bank of Montreal first reported a position in CWAN in Q3 2025 and held it in 3 quarters. The position peaked at $1.05M in Q4 2025. 4 funds tracked by Wall St. Rank hold CWAN as of Q2 2026.

  • Bank of Montreal reported no remaining Clearwater Analytics position as of Q2 2026 after selling out during the quarter.
  • Bank of Montreal sold 40,645 Clearwater Analytics shares in Q2 2026, an estimated $961K.
  • Bank of Montreal first reported a position in Clearwater Analytics in Q3 2025 and held it in 3 quarters.
  • Bank of Montreal's Clearwater Analytics position peaked at $1.05M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Clearwater Analytics as of Q2 2026.

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