Bank of Montreal
WEX icon

Bank of Montreal’s WEX WEX Stock Holding History

Bank of Montreal’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-484,500
Closed -$76.1M – 3779
2025
Q1 		$76.1M Buy
+484,500
New +$79.8M 0.04% 317

Other funds holding WEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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. 256 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.
  • 256 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.