Bank of Montreal
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Bank of Montreal’s Western Midstream Partners WES Stock Holding History

Bank of Montreal’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,900
Closed -$228K – 3833
2025
Q2 		$228K Sell
5,900
-283
-5% -$10.8K ﹤0.01% 2731
2025
Q1 		$253K Buy
+6,183
New +$252K ﹤0.01% 2599
2022
Q1 		– Sell
-315,000
Closed -$6.72M – 4301
2021
Q4 		$6.72M Hold
315,000
– – ﹤0.01% 1121
2021
Q3 		$6.65M Sell
315,000
-200
-0.1% -$3.98K ﹤0.01% 1496
2021
Q2 		$6.73M Sell
315,200
-44,585
-12% -$924K ﹤0.01% 1470
2021
Q1 		$7.08M Buy
359,785
+155,228
+76% +$2.64M ﹤0.01% 1182
2020
Q4 		$3.15M Buy
204,557
+21,456
+12% +$246K ﹤0.01% 1605
2020
Q3 		$1.52M Sell
183,101
-266,765
-59% -$2.41M ﹤0.01% 1782
2020
Q2 		$3.96M Buy
449,866
+624
+0.1% +$5.17K ﹤0.01% 1280
2020
Q1 		$1.38M Sell
449,242
-1,882,554
-81% -$25.9M ﹤0.01% 1591
2019
Q4 		$45.9M Sell
2,331,796
-1,277,832
-35% -$26.5M 0.03% 421
2019
Q3 		$89.8M Buy
3,609,628
+141,557
+4% +$3.76M 0.08% 216
2019
Q2 		$107M Buy
3,468,071
+1,691,783
+95% +$52.1M 0.09% 197
2019
Q1 		$55.7M Buy
1,776,288
+1,621,481
+1,047% +$51.5M 0.05% 320
2018
Q4 		$4.29M Sell
154,807
-160,293
-51% -$4.81M ﹤0.01% 1156
2018
Q3 		$9.43M Buy
315,100
+50,054
+19% +$1.75M 0.01% 918
2018
Q2 		$9.47M Buy
265,046
+34,346
+15% +$1.2M 0.01% 914
2018
Q1 		$7.64M Buy
230,700
+160,700
+230% +$6.12M 0.01% 962
2017
Q4 		$2.6M Buy
70,000
+37,712
+117% +$1.42M ﹤0.01% 1468
2017
Q3 		$1.33M Sell
32,288
-43,267
-57% -$1.77M ﹤0.01% 1832
2017
Q2 		$3.25M Sell
75,555
-3,692
-5% -$162K ﹤0.01% 1373
2017
Q1 		$3.65M Sell
79,247
-47,753
-38% -$2.16M ﹤0.01% 1215
2016
Q4 		$5.45M Buy
+127,000
New +$5.45M 0.01% 1041
2016
Q3 		– Sell
-191
Closed -$7K – 4208
2016
Q2 		$7K Buy
+191
New +$7.53K ﹤0.01% 3671
2014
Q4 		– Sell
-28,000
Closed -$1.71M – 4186
2014
Q3 		$1.71M Buy
+28,000
New +$1.66M ﹤0.01% 1545

Other funds holding WES

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bank of Montreal sold out of Western Midstream Partners (WES) in Q3 2025, closing a stake of 5,900 shares — an estimated $228K sold.

Bank of Montreal first reported a position in WES in Q3 2014 and held it in 25 quarters. The position peaked at $107M in Q2 2019. 288 funds tracked by Wall St. Rank hold WES as of Q3 2025.

  • Bank of Montreal reported no remaining Western Midstream Partners position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 5,900 Western Midstream Partners shares in Q3 2025, an estimated $228K.
  • Bank of Montreal first reported a position in Western Midstream Partners in Q3 2014 and held it in 25 quarters.
  • Bank of Montreal's Western Midstream Partners position peaked at $107M in Q2 2019.
  • 288 funds tracked by Wall St. Rank held Western Midstream Partners as of Q3 2025.

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