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 Q2	–	Sell	-150,000	Closed	-$11.1M	–	4281
2024 Q1	$11.1M	Sell	150,000 -50,000	-25%	-$3.4M	﹤0.01%	936
2023 Q4	$14.8M	Buy	+200,000	New	+$12.8M	﹤0.01%	889
2022 Q2	–	Sell	-55,500	Closed	-$3.08M	–	4491
2022 Q1	$3.08M	Buy	+55,500	New	+$3.59M	﹤0.01%	1699
2020 Q1	–	Sell	-4,500	Closed	-$238K	–	4767
2019 Q4	$238K	Hold	4,500	–	–	﹤0.01%	3073
2019 Q3	$173K	Hold	4,500	–	–	﹤0.01%	2997
2019 Q2	$174K	Hold	4,500	–	–	﹤0.01%	3008
2019 Q1	$140K	Buy	+4,500	New	+$135K	﹤0.01%	2911

Other funds holding WGO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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.