Bank of Montreal’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-3,815
| Closed | -$227K | – | 4071 |
|
|
2026
Q1 | $227K | Buy |
3,815
+108
| +3% | +$7.53K | ﹤0.01% | 2859 |
|
|
2025
Q4 | $320K | Sell |
3,707
-682
| -16% | -$60.4K | ﹤0.01% | 2551 |
|
|
2025
Q3 | $378K | Buy |
4,389
+1,106
| +34% | +$83.1K | ﹤0.01% | 2411 |
|
|
2025
Q2 | $225K | Sell |
3,283
-5,900
| -64% | -$406K | ﹤0.01% | 2744 |
|
|
2025
Q1 | $697K | Buy |
9,183
+5,437
| +145% | +$513K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $410K | Sell |
3,746
-209
| -5% | -$19.3K | ﹤0.01% | 2355 |
|
|
2024
Q3 | $318K | Sell |
3,955
-120
| -3% | -$9.01K | ﹤0.01% | 2733 |
|
|
2024
Q2 | $298K | Sell |
4,075
-3,588
| -47% | -$282K | ﹤0.01% | 2742 |
|
|
2024
Q1 | $657K | Sell |
7,663
-259
| -3% | -$23.3K | ﹤0.01% | 2254 |
|
|
2023
Q4 | $824K | Buy |
7,922
+605
| +8% | +$58.3K | ﹤0.01% | 2168 |
|
|
2023
Q3 | $823K | Buy |
7,317
+195
| +3% | +$20.3K | ﹤0.01% | 2163 |
|
|
2023
Q2 | $733K | Buy |
7,122
+557
| +8% | +$53.6K | ﹤0.01% | 2351 |
|
|
2023
Q1 | $680K | Buy |
+6,565
| New | +$595K | ﹤0.01% | 2283 |
|
|
2022
Q3 | – | Sell |
-4,865
| Closed | -$340 | – | 4446 |
|
|
2022
Q2 | $340 | Sell |
4,865
-2,979
| -38% | -$248K | ﹤0.01% | 2933 |
|
|
2022
Q1 | $943K | Sell |
7,844
-12
| -0.2% | -$1.33K | ﹤0.01% | 2388 |
|
|
2021
Q4 | $1.06M | Sell |
7,856
-51,815
| -87% | -$7.31M | ﹤0.01% | 1908 |
|
|
2021
Q3 | $8.37M | Buy |
59,671
+51,182
| +603% | +$6.93M | ﹤0.01% | 1392 |
|
|
2021
Q2 | $972K | Sell |
8,489
-29,790
| -78% | -$2.89M | ﹤0.01% | 2501 |
|
|
2021
Q1 | $3.63M | Sell |
38,279
-23,047
| -38% | -$2.28M | ﹤0.01% | 1502 |
|
|
2020
Q4 | $5.8M | Sell |
61,326
-9,400
| -13% | -$660K | ﹤0.01% | 1305 |
|
|
2020
Q3 | $4.07M | Sell |
70,726
-2,190
| -3% | -$122K | ﹤0.01% | 1326 |
|
|
2020
Q2 | $4.06M | Buy |
72,916
+5,027
| +7% | +$206K | ﹤0.01% | 1270 |
|
|
2020
Q1 | $2.11M | Sell |
67,889
-5,397
| -7% | -$224K | ﹤0.01% | 1405 |
|
|
2019
Q4 | $3.08M | Buy |
73,286
+64,038
| +692% | +$2.7M | ﹤0.01% | 1641 |
|
|
2019
Q3 | $405K | Buy |
9,248
+293
| +3% | +$15.4K | ﹤0.01% | 2525 |
|
|
2019
Q2 | $520K | Buy |
8,955
+3,920
| +78% | +$210K | ﹤0.01% | 2405 |
|
|
2019
Q1 | $256K | Sell |
5,035
-822
| -14% | -$36.1K | ﹤0.01% | 2611 |
|
|
2018
Q4 | $210K | Sell |
5,857
-4,330
| -43% | -$152K | ﹤0.01% | 2550 |
|
|
2018
Q3 | $403K | Sell |
10,187
-2,555
| -20% | -$79.4K | ﹤0.01% | 2422 |
|
|
2018
Q2 | $311K | Buy |
12,742
+196
| +2% | +$4.93K | ﹤0.01% | 2566 |
|
|
2018
Q1 | $297K | Buy |
12,546
+5,460
| +77% | +$126K | ﹤0.01% | 2445 |
|
|
2017
Q4 | $152K | Hold |
7,086
| – | – | ﹤0.01% | 2805 |
|
|
2017
Q3 | $148K | Sell |
7,086
-1,468
| -17% | -$29.1K | ﹤0.01% | 2798 |
|
|
2017
Q2 | $162K | Buy |
+8,554
| New | +$151K | ﹤0.01% | 2756 |
|
Other funds holding WK
JCAM
EDRH
Bank of Montreal's WK Position: Q2 2026 in Review
Bank of Montreal sold out of Workiva (WK) in Q2 2026, closing a stake of 3,815 shares — an estimated $227K sold.
Bank of Montreal first reported a position in WK in Q2 2017 and held it in 34 quarters. The position peaked at $8.37M in Q3 2021. 279 funds tracked by Wall St. Rank hold WK as of Q2 2026.
- Bank of Montreal reported no remaining Workiva position as of Q2 2026 after selling out during the quarter.
- Bank of Montreal sold 3,815 Workiva shares in Q2 2026, an estimated $227K.
- Bank of Montreal first reported a position in Workiva in Q2 2017 and held it in 34 quarters.
- Bank of Montreal's Workiva position peaked at $8.37M in Q3 2021.
- 279 funds tracked by Wall St. Rank held Workiva as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.