Bank of Montreal
WAFD icon

Bank of Montreal’s WaFd WAFD Stock Holding History

Bank of Montreal’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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 -$367 – 4437
2022
Q2 		$367 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of Montreal sold out of WaFd (WAFD) in Q3 2025, closing a stake of 13,044 shares — an estimated $382K sold.

Bank of Montreal first reported a position in WAFD in Q2 2013 and held it in 47 quarters. The position peaked at $14.1M in Q3 2021. 254 funds tracked by Wall St. Rank hold WAFD as of Q3 2025.

  • Bank of Montreal reported no remaining WaFd position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 13,044 WaFd shares in Q3 2025, an estimated $382K.
  • Bank of Montreal first reported a position in WaFd in Q2 2013 and held it in 47 quarters.
  • Bank of Montreal's WaFd position peaked at $14.1M in Q3 2021.
  • 254 funds tracked by Wall St. Rank held WaFd as of Q3 2025.

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