Bank of Montreal
KW

Bank of Montreal’s Kennedy-Wilson Holdings KW Stock Holding History

Bank of Montreal’s Portfolio KW Stock Details KW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20,071
Closed -$136K – 3689
2025
Q2 		$136K Sell
20,071
-8,715
-30% -$58.1K ﹤0.01% 2914
2025
Q1 		$250K Buy
28,786
+4,257
+17% +$38.8K ﹤0.01% 2605
2024
Q4 		$245K Buy
24,529
+724
+3% +$7.9K ﹤0.01% 2655
2024
Q3 		$265K Buy
23,805
+688
+3% +$7.29K ﹤0.01% 2861
2024
Q2 		$225K Buy
23,117
+3,486
+18% +$32.6K ﹤0.01% 2922
2024
Q1 		$169K Buy
19,631
+8,960
+84% +$88.2K ﹤0.01% 3120
2023
Q4 		$135K Sell
10,671
-2,557
-19% -$32K ﹤0.01% 3293
2023
Q3 		$219K Sell
13,228
-707
-5% -$11.4K ﹤0.01% 3010
2023
Q2 		$238K Sell
13,935
-3,753
-21% -$60K ﹤0.01% 3113
2023
Q1 		$294K Buy
+17,688
New +$301K ﹤0.01% 2794
2021
Q4 		– Sell
-23,261
Closed -$497K – 3697
2021
Q3 		$497K Sell
23,261
-3,076
-12% -$64.1K ﹤0.01% 2883
2021
Q2 		$523K Sell
26,337
-3,476
-12% -$70.2K ﹤0.01% 2803
2021
Q1 		$617K Sell
29,813
-15,951
-35% -$299K ﹤0.01% 2519
2020
Q4 		$822K Buy
45,764
+12,883
+39% +$202K ﹤0.01% 2371
2020
Q3 		$481K Sell
32,881
-4,106
-11% -$61.1K ﹤0.01% 2354
2020
Q2 		$538K Buy
36,987
+5,271
+17% +$75.9K ﹤0.01% 2231
2020
Q1 		$403K Sell
31,716
-129,922
-80% -$2.59M ﹤0.01% 2079
2019
Q4 		$3.6M Buy
161,638
+59,156
+58% +$1.33M ﹤0.01% 1547
2019
Q3 		$2.25M Sell
102,482
-3,237
-3% -$68.9K ﹤0.01% 1614
2019
Q2 		$2.17M Buy
105,719
+3,953
+4% +$84.1K ﹤0.01% 1641
2019
Q1 		$2.18M Sell
101,766
-6,928
-6% -$141K ﹤0.01% 1629
2018
Q4 		$1.98M Buy
108,694
+79,522
+273% +$1.53M ﹤0.01% 1522
2018
Q3 		$626K Buy
29,172
+3,995
+16% +$85.6K ﹤0.01% 2227
2018
Q2 		$532K Sell
25,177
-984
-4% -$19.3K ﹤0.01% 2313
2018
Q1 		$455K Buy
26,161
+882
+3% +$15.1K ﹤0.01% 2257
2017
Q4 		$438K Buy
25,279
+20,703
+452% +$390K ﹤0.01% 2345
2017
Q3 		$85K Sell
4,576
-5,396
-54% -$104K ﹤0.01% 3050
2017
Q2 		$190K Sell
9,972
-2,455
-20% -$49.7K ﹤0.01% 2679
2017
Q1 		$276K Buy
12,427
+9,679
+352% +$204K ﹤0.01% 2324
2016
Q4 		$59K Buy
2,748
+951
+53% +$20.3K ﹤0.01% 3057
2016
Q3 		$40K Buy
1,797
+1,571
+695% +$33.4K ﹤0.01% 3114
2016
Q2 		$4K Sell
226
-70
-24% -$1.45K ﹤0.01% 3793
2016
Q1 		$6K Sell
296
-324
-52% -$6.41K ﹤0.01% 3741
2015
Q4 		$15K Buy
+620
New +$15.2K ﹤0.01% 3497
2015
Q2 		– Sell
-600
Closed -$16K – 4033
2015
Q1 		$16K Hold
600
– – ﹤0.01% 3339
2014
Q4 		$15K Buy
+600
New +$15.4K ﹤0.01% 3444
2014
Q3 		– Sell
-1,660
Closed -$45K – 4221
2014
Q2 		$45K Buy
+1,660
New +$39.6K ﹤0.01% 3231

Other funds holding KW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
EP
Elkhorn Partners Omaha, Nebraska $157M AUM 11.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Bank of Montreal's KW Position: Q3 2025 in Review

Bank of Montreal sold out of Kennedy-Wilson Holdings (KW) in Q3 2025, closing a stake of 20,071 shares — an estimated $136K sold.

Bank of Montreal first reported a position in KW in Q2 2014 and held it in 37 quarters. The position peaked at $3.6M in Q4 2019. 213 funds tracked by Wall St. Rank hold KW as of Q3 2025.

  • Bank of Montreal reported no remaining Kennedy-Wilson Holdings position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 20,071 Kennedy-Wilson Holdings shares in Q3 2025, an estimated $136K.
  • Bank of Montreal first reported a position in Kennedy-Wilson Holdings in Q2 2014 and held it in 37 quarters.
  • Bank of Montreal's Kennedy-Wilson Holdings position peaked at $3.6M in Q4 2019.
  • 213 funds tracked by Wall St. Rank held Kennedy-Wilson Holdings as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.