Bank of Montreal’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $671K | Sell |
4,758
-740
| -13% | -$110K | ﹤0.01% | 2304 |
|
|
2026
Q1 | $841K | Sell |
5,498
-17,017
| -76% | -$2.66M | ﹤0.01% | 2135 |
|
|
2025
Q4 | $3.35M | Sell |
22,515
-790
| -3% | -$119K | ﹤0.01% | 1480 |
|
|
2025
Q3 | $3.67M | Sell |
23,305
-939
| -4% | -$155K | ﹤0.01% | 1434 |
|
|
2025
Q2 | $3.56M | Buy |
24,244
+2,063
| +9% | +$277K | ﹤0.01% | 1381 |
|
|
2025
Q1 | $3.48M | Buy |
22,181
+1,492
| +7% | +$246K | ﹤0.01% | 1306 |
|
|
2024
Q4 | $3.63M | Buy |
20,689
+8,251
| +66% | +$1.55M | ﹤0.01% | 1334 |
|
|
2024
Q3 | $2.6M | Buy |
12,438
+5,049
| +68% | +$941K | ﹤0.01% | 1579 |
|
|
2024
Q2 | $1.31M | Sell |
7,389
-1,363
| -16% | -$278K | ﹤0.01% | 1885 |
|
|
2024
Q1 | $2.08M | Buy |
8,752
+404
| +5% | +$86.9K | ﹤0.01% | 1615 |
|
|
2023
Q4 | $1.65M | Sell |
8,348
-616
| -7% | -$112K | ﹤0.01% | 1788 |
|
|
2023
Q3 | $1.8M | Buy |
8,964
+392
| +5% | +$75.7K | ﹤0.01% | 1753 |
|
|
2023
Q2 | $1.57M | Buy |
8,572
+2,605
| +44% | +$461K | ﹤0.01% | 1942 |
|
|
2023
Q1 | $1.1M | Sell |
5,967
-224
| -4% | -$40.8K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $1.02M | Buy |
6,191
+1,397
| +29% | +$217K | ﹤0.01% | 2166 |
|
|
2022
Q3 | $752 | Sell |
4,794
-3,882
| -45% | -$610K | ﹤0.01% | 2336 |
|
|
2022
Q2 | $1.37K | Buy |
8,676
+4,495
| +108% | +$736K | ﹤0.01% | 2110 |
|
|
2022
Q1 | $732K | Buy |
4,181
+315
| +8% | +$51.4K | ﹤0.01% | 2571 |
|
|
2021
Q4 | $551K | Sell |
3,866
-427,535
| -99% | -$65.3M | ﹤0.01% | 2323 |
|
|
2021
Q3 | $75.8M | Buy |
431,401
+63,859
| +17% | +$11.6M | 0.03% | 425 |
|
|
2021
Q2 | $71M | Buy |
367,542
+92,472
| +34% | +$19M | 0.04% | 404 |
|
|
2021
Q1 | $59.7M | Buy |
275,070
+16,517
| +6% | +$3.49M | 0.04% | 370 |
|
|
2020
Q4 | $54M | Buy |
258,553
+25,195
| +11% | +$4.24M | 0.04% | 399 |
|
|
2020
Q3 | $33.9M | Buy |
233,358
+52,837
| +29% | +$8.28M | 0.03% | 427 |
|
|
2020
Q2 | $27.9M | Sell |
180,521
-8,438
| -4% | -$1.16M | 0.03% | 485 |
|
|
2020
Q1 | $18M | Sell |
188,959
-3,441
| -2% | -$642K | 0.02% | 526 |
|
|
2019
Q4 | $40.3M | Buy |
192,400
+17,091
| +10% | +$3.43M | 0.03% | 465 |
|
|
2019
Q3 | $35.4M | Sell |
175,309
-2,296
| -1% | -$476K | 0.03% | 450 |
|
|
2019
Q2 | $37M | Sell |
177,605
-2,428
| -1% | -$489K | 0.03% | 450 |
|
|
2019
Q1 | $34.6M | Buy |
180,033
+15,161
| +9% | +$2.56M | 0.03% | 443 |
|
|
2018
Q4 | $23.1M | Buy |
164,872
+8,009
| +5% | +$1.32M | 0.02% | 520 |
|
|
2018
Q3 | $31.5M | Sell |
156,863
-2,477
| -2% | -$475K | 0.02% | 503 |
|
|
2018
Q2 | $30.4M | Buy |
159,340
+6,935
| +5% | +$1.21M | 0.03% | 482 |
|
|
2018
Q1 | $23.9M | Buy |
152,405
+3,909
| +3% | +$588K | 0.02% | 554 |
|
|
2017
Q4 | $21M | Buy |
148,496
+38,394
| +35% | +$4.8M | 0.02% | 608 |
|
|
2017
Q3 | $12.4M | Buy |
110,102
+5,909
| +6% | +$640K | 0.01% | 768 |
|
|
2017
Q2 | $10.9M | Buy |
104,193
+676
| +0.7% | +$69.6K | 0.01% | 821 |
|
|
2017
Q1 | $10.7M | Sell |
103,517
-1,276
| -1% | -$142K | 0.01% | 785 |
|
|
2016
Q4 | $11.6M | Sell |
104,793
-42,808
| -29% | -$4.63M | 0.01% | 747 |
|
|
2016
Q3 | $16M | Sell |
147,601
-8,397
| -5% | -$822K | 0.02% | 622 |
|
|
2016
Q2 | $13.8M | Sell |
155,998
-7,412
| -5% | -$661K | 0.02% | 671 |
|
|
2016
Q1 | $13.6M | Buy |
163,410
+28,469
| +21% | +$2.06M | 0.01% | 621 |
|
|
2015
Q4 | $11.9M | Buy |
134,941
+6,312
| +5% | +$573K | 0.01% | 664 |
|
|
2015
Q3 | $11.2M | Sell |
128,629
-20,267
| -14% | -$2.02M | 0.02% | 661 |
|
|
2015
Q2 | $17M | Buy |
148,896
+1,645
| +1% | +$187K | 0.02% | 582 |
|
|
2015
Q1 | $15.8M | Sell |
147,251
-8,051
| -5% | -$812K | 0.02% | 600 |
|
|
2014
Q4 | $15.4M | Buy |
155,302
+14,144
| +10% | +$1.51M | 0.02% | 591 |
|
|
2014
Q3 | $15.6M | Sell |
141,158
-1,042
| -0.7% | -$114K | 0.02% | 601 |
|
|
2014
Q2 | $14.9M | Buy |
142,200
+141,738
| +30,679% | +$13.5M | 0.02% | 618 |
|
|
2014
Q1 | $44K | Sell |
462
-280
| -38% | -$25.6K | ﹤0.01% | 3177 |
|
|
2013
Q4 | $73K | Buy |
742
+270
| +57% | +$25.4K | ﹤0.01% | 2684 |
|
|
2013
Q3 | $41K | Sell |
472
-7
| -1% | -$592 | ﹤0.01% | 2921 |
|
|
2013
Q2 | $36K | Buy |
+479
| New | +$35.6K | ﹤0.01% | 2843 |
|
Other funds holding WEX
JT
IC
Bank of Montreal's WEX Position: Q2 2026 in Review
Bank of Montreal reduced its WEX (WEX) stake by 13% in Q2 2026, selling an estimated $110K and leaving 4,758 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #2304.
Bank of Montreal first reported a position in WEX in Q2 2013 and has held it in 53 quarters since. The position peaked at $75.8M in Q3 2021. 388 funds tracked by Wall St. Rank hold WEX as of Q2 2026.
- Bank of Montreal held 4,758 shares of WEX worth $671K as of Q2 2026.
- Bank of Montreal sold 740 WEX shares in Q2 2026, an estimated $110K.
- WEX made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2304 holding.
- Bank of Montreal first reported a position in WEX in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's WEX position peaked at $75.8M in Q3 2021.
- 388 funds tracked by Wall St. Rank held WEX as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.