Bank of Montreal’s WaterBridge Infrastructure LLC WBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$454K	Buy	+13,250	New	+$386K	﹤0.01%	2512

Other funds holding WBI

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Emory University Atlanta, Georgia $160M AUM 8.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Bank of Montreal opened a new position in WaterBridge Infrastructure LLC (WBI) in Q2 2026: 13,250 shares worth $454K. The stake represents ﹤0.01% of the portfolio and ranks #2512 among its holdings.

94 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

Bank of Montreal held 13,250 shares of WaterBridge Infrastructure LLC worth $454K as of Q2 2026.
WaterBridge Infrastructure LLC was a new Bank of Montreal position in Q2 2026.
WaterBridge Infrastructure LLC made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2512 holding.
94 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

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