Westwood Holdings Group’s Bank of Montreal BMO Stock Holding History

Westwood Holdings Group’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$881K	Buy	4,987 +2,651	+113%	+$417K	0.01%	375
2026 Q1	$316K	Hold	2,336	–	–	﹤0.01%	420
2025 Q4	$303K	Hold	2,336	–	–	﹤0.01%	450
2025 Q3	$304K	Hold	2,336	–	–	﹤0.01%	452
2025 Q2	$258K	Hold	2,336	–	–	﹤0.01%	456
2025 Q1	$223K	Hold	2,336	–	–	﹤0.01%	450
2024 Q4	$227K	Hold	2,336	–	–	﹤0.01%	468
2024 Q3	$211K	Buy	+2,336	New	+$199K	﹤0.01%	464
2024 Q2	–	Sell	-2,336	Closed	-$228K	–	458
2024 Q1	$228K	Hold	2,336	–	–	﹤0.01%	447
2023 Q4	$231K	Buy	+2,336	New	+$195K	﹤0.01%	447
2023 Q3	–	Sell	-2,336	Closed	-$211K	–	458
2023 Q2	$211K	Hold	2,336	–	–	﹤0.01%	470
2023 Q1	$208K	Hold	2,336	–	–	﹤0.01%	476
2022 Q4	$212K	Buy	+2,336	New	+$216K	﹤0.01%	488
2022 Q2	–	Sell	-2,336	Closed	-$276K	–	458
2022 Q1	$276K	Sell	2,336 -664	-22%	-$77K	﹤0.01%	416
2021 Q4	$323K	Buy	+3,000	New	+$323K	﹤0.01%	408

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Westwood Holdings Group's BMO Position: Q2 2026 in Review

Westwood Holdings Group increased its Bank of Montreal (BMO) stake by 113% in Q2 2026, buying an estimated $417K and bringing the position to 4,987 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #375.

Westwood Holdings Group first reported a position in BMO in Q4 2021 and has held it in 15 quarters since. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Westwood Holdings Group held 4,987 shares of Bank of Montreal worth $881K as of Q2 2026.
Westwood Holdings Group bought 2,651 Bank of Montreal shares in Q2 2026, an estimated $417K.
Bank of Montreal made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #375 holding.
Westwood Holdings Group first reported a position in Bank of Montreal in Q4 2021 and has held it in 15 quarters since.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.