Bank of Montreal’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $240K | Buy |
+6,250
| New | +$220K | ﹤0.01% | 2898 |
|
|
2025
Q3 | – | Sell |
-13,044
| Closed | -$382K | – | 3828 |
|
|
2025
Q2 | $382K | Sell |
13,044
-962
| -7% | -$27.2K | ﹤0.01% | 2442 |
|
|
2025
Q1 | $400K | Buy |
14,006
+4,098
| +41% | +$122K | ﹤0.01% | 2330 |
|
|
2024
Q4 | $319K | Buy |
9,908
+1,192
| +14% | +$41.9K | ﹤0.01% | 2508 |
|
|
2024
Q3 | $300K | Buy |
8,716
+1,650
| +23% | +$56.1K | ﹤0.01% | 2769 |
|
|
2024
Q2 | $202K | Sell |
7,066
-2,745
| -28% | -$76K | ﹤0.01% | 2993 |
|
|
2024
Q1 | $286K | Buy |
9,811
+3,454
| +54% | +$99.5K | ﹤0.01% | 2815 |
|
|
2023
Q4 | $213K | Buy |
+6,357
| New | +$176K | ﹤0.01% | 3102 |
|
|
2023
Q3 | – | Sell |
-7,191
| Closed | -$214K | – | 4269 |
|
|
2023
Q2 | $214K | Sell |
7,191
-2,068
| -22% | -$57.3K | ﹤0.01% | 3192 |
|
|
2023
Q1 | $286K | Buy |
9,259
+396
| +4% | +$13.4K | ﹤0.01% | 2814 |
|
|
2022
Q4 | $302K | Buy |
+8,863
| New | +$310K | ﹤0.01% | 2912 |
|
|
2022
Q3 | – | Sell |
-11,797
| Closed | -$367K | – | 4437 |
|
|
2022
Q2 | $367K | Sell |
11,797
-1,532
| -11% | -$48.1K | ﹤0.01% | 2883 |
|
|
2022
Q1 | $455K | Buy |
13,329
+7,274
| +120% | +$255K | ﹤0.01% | 2913 |
|
|
2021
Q4 | $204K | Sell |
6,055
-398,681
| -99% | -$13.8M | ﹤0.01% | 2952 |
|
|
2021
Q3 | $14.1M | Sell |
404,736
-16,787
| -4% | -$546K | 0.01% | 1118 |
|
|
2021
Q2 | $13.5M | Buy |
421,523
+138,252
| +49% | +$4.51M | 0.01% | 1108 |
|
|
2021
Q1 | $8.74M | Buy |
283,271
+33,962
| +14% | +$1.02M | 0.01% | 1086 |
|
|
2020
Q4 | $7.1M | Buy |
249,309
+241,033
| +2,912% | +$5.73M | ﹤0.01% | 1205 |
|
|
2020
Q3 | $185K | Sell |
8,276
-3,121
| -27% | -$73.6K | ﹤0.01% | 2780 |
|
|
2020
Q2 | $267K | Buy |
11,397
+9,387
| +467% | +$242K | ﹤0.01% | 2582 |
|
|
2020
Q1 | $51K | Sell |
2,010
-21,904
| -92% | -$700K | ﹤0.01% | 2885 |
|
|
2019
Q4 | $877K | Buy |
23,914
+8,084
| +51% | +$297K | ﹤0.01% | 2349 |
|
|
2019
Q3 | $584K | Buy |
15,830
+239
| +2% | +$8.54K | ﹤0.01% | 2323 |
|
|
2019
Q2 | $545K | Buy |
15,591
+6,699
| +75% | +$217K | ﹤0.01% | 2372 |
|
|
2019
Q1 | $256K | Sell |
8,892
-1,006
| -10% | -$29.6K | ﹤0.01% | 2610 |
|
|
2018
Q4 | $264K | Sell |
9,898
-44,193
| -82% | -$1.24M | ﹤0.01% | 2452 |
|
|
2018
Q3 | $1.73M | Buy |
54,091
+11,753
| +28% | +$396K | ﹤0.01% | 1749 |
|
|
2018
Q2 | $1.39M | Sell |
42,338
-68,215
| -62% | -$2.24M | ﹤0.01% | 1834 |
|
|
2018
Q1 | $3.83M | Sell |
110,553
-3,088
| -3% | -$110K | ﹤0.01% | 1278 |
|
|
2017
Q4 | $3.89M | Buy |
113,641
+5,673
| +5% | +$195K | ﹤0.01% | 1246 |
|
|
2017
Q3 | $3.63M | Sell |
107,968
-3,760
| -3% | -$122K | ﹤0.01% | 1304 |
|
|
2017
Q2 | $3.71M | Sell |
111,728
-13,404
| -11% | -$444K | ﹤0.01% | 1301 |
|
|
2017
Q1 | $4.14M | Sell |
125,132
-3,584
| -3% | -$120K | ﹤0.01% | 1157 |
|
|
2016
Q4 | $4.18M | Buy |
128,716
+7,670
| +6% | +$234K | ﹤0.01% | 1162 |
|
|
2016
Q3 | $3.23M | Sell |
121,046
-26,273
| -18% | -$674K | ﹤0.01% | 1278 |
|
|
2016
Q2 | $3.57M | Sell |
147,319
-10,050
| -6% | -$242K | ﹤0.01% | 1233 |
|
|
2016
Q1 | $3.56M | Buy |
157,369
+12,230
| +8% | +$265K | ﹤0.01% | 1159 |
|
|
2015
Q4 | $3.46M | Buy |
145,139
+140,867
| +3,297% | +$3.47M | ﹤0.01% | 1137 |
|
|
2015
Q3 | $97K | Buy |
4,272
+832
| +24% | +$19.1K | ﹤0.01% | 2642 |
|
|
2015
Q2 | $80K | Buy |
3,440
+303
| +10% | +$6.79K | ﹤0.01% | 2837 |
|
|
2015
Q1 | $69K | Buy |
3,137
+1,053
| +51% | +$22.2K | ﹤0.01% | 2792 |
|
|
2014
Q4 | $47K | Hold |
2,084
| – | – | ﹤0.01% | 3076 |
|
|
2014
Q3 | $42K | Buy |
2,084
+279
| +15% | +$5.96K | ﹤0.01% | 3204 |
|
|
2014
Q2 | $40K | Buy |
1,805
+241
| +15% | +$5.27K | ﹤0.01% | 3305 |
|
|
2014
Q1 | $37K | Sell |
1,564
-265
| -14% | -$6.01K | ﹤0.01% | 3248 |
|
|
2013
Q4 | $43K | Hold |
1,829
| – | – | ﹤0.01% | 2935 |
|
|
2013
Q3 | $38K | Sell |
1,829
-6,379
| -78% | -$136K | ﹤0.01% | 2956 |
|
|
2013
Q2 | $155K | Buy |
+8,208
| New | +$141K | ﹤0.01% | 2287 |
|
Other funds holding WAFD
SFM
Bank of Montreal's WAFD Position: Q2 2026 in Review
Bank of Montreal opened a new position in WaFd (WAFD) in Q2 2026: 6,250 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #2898 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in WAFD as recently as Q2 2025.
Bank of Montreal first reported a position in WAFD in Q2 2013 and has held it in 48 quarters since. The position peaked at $14.1M in Q3 2021. 289 funds tracked by Wall St. Rank hold WAFD as of Q2 2026.
- Bank of Montreal held 6,250 shares of WaFd worth $240K as of Q2 2026.
- WaFd was a new Bank of Montreal position in Q2 2026.
- WaFd made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2898 holding.
- Bank of Montreal first reported a position in WaFd in Q2 2013 and has held it in 48 quarters since.
- Bank of Montreal's WaFd position peaked at $14.1M in Q3 2021.
- 289 funds tracked by Wall St. Rank held WaFd as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.