Bank of Montreal
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Bank of Montreal’s Winnebago Industries WGO Stock Holding History

Bank of Montreal’s Portfolio WGO Stock Details WGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$37.1K – 4375
2023
Q4 		$37.1K Hold
500
– – ﹤0.01% 3630
2023
Q3 		$32K Hold
500
– – ﹤0.01% 3505
2023
Q2 		$33.5K Buy
+500
New +$29.8K ﹤0.01% 3662
2018
Q1 		– Sell
-17,500
Closed -$973K – 4354
2017
Q4 		$973K Buy
+17,500
New +$879K ﹤0.01% 1966

Other funds holding WGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Bank of Montreal increased its Winnebago Industries (WGO) stake by 3% in Q2 2026, buying an estimated $589K and bringing the position to 669,091 shares worth $20.9M. The position accounts for 0.01% of the portfolio, ranked #909.

Bank of Montreal first reported a position in WGO in Q2 2013 and has held it in 53 quarters since. The position peaked at $89.5M in Q1 2024. 130 funds tracked by Wall St. Rank hold WGO as of Q2 2026.

  • Bank of Montreal held 669,091 shares of Winnebago Industries worth $20.9M as of Q2 2026.
  • Bank of Montreal bought 19,299 Winnebago Industries shares in Q2 2026, an estimated $589K.
  • Winnebago Industries made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #909 holding.
  • Bank of Montreal first reported a position in Winnebago Industries in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Winnebago Industries position peaked at $89.5M in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Winnebago Industries as of Q2 2026.

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