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
2026 Q2	$6.1M	Buy	+139,447	New	+$6.01M	﹤0.01%	1311
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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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 $5.1B AUM 17.16% 1-Year Est. Return

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

Bank of Montreal opened a new position in Western Midstream Partners (WES) in Q2 2026: 139,447 shares worth $6.1M. The stake represents ﹤0.01% of the portfolio and ranks #1311 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in WES as recently as Q2 2025.

Bank of Montreal first reported a position in WES in Q3 2014 and has held it in 26 quarters since. The position peaked at $107M in Q2 2019. 372 funds tracked by Wall St. Rank hold WES as of Q2 2026.

Bank of Montreal held 139,447 shares of Western Midstream Partners worth $6.1M as of Q2 2026.
Western Midstream Partners was a new Bank of Montreal position in Q2 2026.
Western Midstream Partners made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1311 holding.
Bank of Montreal first reported a position in Western Midstream Partners in Q3 2014 and has held it in 26 quarters since.
Bank of Montreal's Western Midstream Partners position peaked at $107M in Q2 2019.
372 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2026.

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