Bank of Montreal’s LGI Homes LGIH Stock Holding History

Bank of Montreal’s Portfolio LGIH Stock Details LGIH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-8,000	Closed	-$414K	–	3729
2025 Q3	$414K	Hold	8,000	–	–	﹤0.01%	2355
2025 Q2	$412K	Buy	+8,000	New	+$438K	﹤0.01%	2390

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Bank of Montreal's LGIH Position: Q4 2025 in Review

Bank of Montreal sold out of LGI Homes (LGIH) in Q4 2025, closing a stake of 7,579 shares — an estimated $392K sold.

Bank of Montreal first reported a position in LGIH in Q2 2014 and held it in 44 quarters. The position peaked at $10.2M in Q3 2024. 218 funds tracked by Wall St. Rank hold LGIH as of Q4 2025.

Bank of Montreal reported no remaining LGI Homes position as of Q4 2025 after selling out during the quarter.
Bank of Montreal sold 7,579 LGI Homes shares in Q4 2025, an estimated $392K.
Bank of Montreal first reported a position in LGI Homes in Q2 2014 and held it in 44 quarters.
Bank of Montreal's LGI Homes position peaked at $10.2M in Q3 2024.
218 funds tracked by Wall St. Rank held LGI Homes as of Q4 2025.

Based on Bank of Montreal's 13F filing for Q4 2025, filed 12 Feb 2026.