Leith Wheeler's Strategic Investment Moves in Q4 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 hours ago
0mins
Source: Yahoo Finance
- Portfolio Adjustments: In Q4 2025, Leith Wheeler Canadian Equity added two stocks, Keyera Corp and Rockpoint Gas Storage Inc, holding 784,154 and 351,695 shares respectively, with a combined value of C$44.35 million, indicating a strategic focus on energy sector opportunities.
- Major Position Increases: The fund increased its stake in Constellation Software Inc by 12,942 shares, totaling 66,800 shares, representing a 24.03% increase, which not only enhances its investment weight in the software industry but also potentially boosts future earnings prospects.
- Bank Stock Reductions: Leith Wheeler reduced its position in Bank of Montreal by 384,105 shares, a decrease of 28.74%, impacting the portfolio by -1.12%, reflecting a cautious stance on the short-term performance of the banking sector.
- Industry Concentration: As of Q4 2025, Leith Wheeler's portfolio included 41 stocks, primarily concentrated in 10 industries such as Financial Services and Industrials, demonstrating the effectiveness of its diversified investment strategy and market adaptability.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy BMO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on BMO
Wall Street analysts forecast BMO stock price to rise
10 Analyst Rating
2 Buy
8 Hold
0 Sell
Hold
Current: 131.560
Low
128.13
Averages
133.97
High
144.69
Current: 131.560
Low
128.13
Averages
133.97
High
144.69
About BMO
Bank of Montreal (the Bank) is a North American bank. The Bank provides a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services. The Bank serves about 13 million customers across North America, and in select markets globally, through three integrated operating groups: Personal and Commercial Banking (P&C), BMO Wealth Management and BMO Capital Markets. The P&C operating group represents the sum of its two retail and commercial operating segments, Canadian Personal and Commercial Banking (Canadian P&C) and U.S. Personal and Commercial Banking (U.S. P&C). BMO Wealth Management serves a full range of clients, from individuals and families to business owners and institutions, offering a wide spectrum of wealth, asset management and insurance products and services. BMO Capital Markets offers a comprehensive range of products and services to corporate, institutional and government clients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Leith Wheeler's Strategic Investment Moves in Q4 2025
- Portfolio Adjustments: In Q4 2025, Leith Wheeler Canadian Equity added two stocks, Keyera Corp and Rockpoint Gas Storage Inc, holding 784,154 and 351,695 shares respectively, with a combined value of C$44.35 million, indicating a strategic focus on energy sector opportunities.
- Major Position Increases: The fund increased its stake in Constellation Software Inc by 12,942 shares, totaling 66,800 shares, representing a 24.03% increase, which not only enhances its investment weight in the software industry but also potentially boosts future earnings prospects.
- Bank Stock Reductions: Leith Wheeler reduced its position in Bank of Montreal by 384,105 shares, a decrease of 28.74%, impacting the portfolio by -1.12%, reflecting a cautious stance on the short-term performance of the banking sector.
- Industry Concentration: As of Q4 2025, Leith Wheeler's portfolio included 41 stocks, primarily concentrated in 10 industries such as Financial Services and Industrials, demonstrating the effectiveness of its diversified investment strategy and market adaptability.
See More
BMO Launches 24/7 Tokenized Cash and Deposit Platform in Collaboration with CME Group and Google Cloud
Introduction of 24/7 Tokenized Cash: BMO has launched a new platform for 24/7 tokenized cash and deposit services in collaboration with CME Group and Google Cloud.
Partnership with CME Group and Google Cloud: The initiative aims to enhance financial transactions by leveraging advanced technology and cloud services provided by Google.
See More
Canada's Housing Market Faces Weak Demand
- Weak Market Demand: Canada's housing market remained quiet through February, with weak demand conditions indicating a lack of buyer confidence, which could lead to further declines in home prices.
- Decreased Transaction Volume: The low market activity resulted in a significant drop in real estate transaction volumes, impacting economic activity in related sectors and potentially leading to reduced revenues for construction and related services.
- Policy Implications: The government may need to reassess existing housing policies to stimulate market demand and avoid prolonged market stagnation, ensuring stable economic growth.
- Investor Caution: In the current market environment, investor interest in real estate has waned, potentially leading to capital outflows that could affect future development projects and market recovery.
See More
Bank of Montreal Expands U.S. Footprint with New Locations
- California Expansion: Bank of Montreal plans to open 130 new financial centers in California, which will increase its footprint in the state by over 50%, significantly enhancing its competitive position in the California market.
- Arizona Growth: The bank will add 15 financial centers in Arizona over the next five years, primarily focusing on the Phoenix and Tucson markets to meet local customer demands and enhance service capabilities.
- Emphasis on Client Interaction: The new financial centers will provide clients with opportunities for face-to-face interactions with bank teams to discuss personal and business financial goals, thereby building trust and receiving personalized guidance.
- Strategic Optimization: This expansion complements BMO's plan to sell 138 U.S. branches, aiming to optimize its U.S. presence and improve overall operational efficiency.
See More
BMO Issues €500 Million Green Bond for Sustainability Projects
- Green Bond Issuance: BMO has announced the issuance of a €500 million green bond, with proceeds allocated to renewable energy, sustainable food and agriculture, and green building projects, reflecting the company's commitment to environmental sustainability.
- Supporting Green Initiatives: The bond proceeds will support clients' green initiatives in critical areas such as food, agriculture, and renewable energy, further advancing the achievement of sustainable development goals.
- Framework Compliance: BMO's Green Bond Framework aligns with the International Capital Market Association's Green Bond Principles, ensuring transparency and compliance in fund usage, while receiving a second-party opinion from Moody's to enhance investor confidence.
- Annual Reporting Commitment: BMO commits to publicly reporting on the use of bond proceeds within one year of issuance and annually thereafter in its Sustainable Bonds Impact Report, ensuring accountability and transparency to investors.
See More
BMO Launches Grant Program for Women-Owned Businesses
- Total Funding: BMO, in collaboration with Deloitte Canada, has launched the 2026 BMO Celebrating Women Grant Program, pledging a total of $100,000 to support ten women-owned businesses, with each recipient receiving $10,000 aimed at advancing sustainable development goals.
- Application Period: Applications for the program will open from April 2 to April 23, 2026, with grant recipients to be announced in the summer of 2026, expected to provide crucial financial support and resources for women entrepreneurs.
- Support Network: Each grant recipient will be paired with a BMO for Women Advocate and gain access to tailored resources, including educational events and organizational memberships, designed to accelerate business growth and enhance market competitiveness for women-owned enterprises.
- Ten-Year Summit: All 2026 grant recipients will be invited to attend the BMO Celebrating Women Grant Summit in downtown Toronto in the fall, aimed at fostering community and meaningful connections within the ecosystem of women-owned businesses while commemorating the ten-year anniversary of BMO for Women.
See More
Leith Wheeler's Strategic Investment Moves in Q4 2025
- Portfolio Adjustments: In Q4 2025, Leith Wheeler Canadian Equity added two stocks, Keyera Corp and Rockpoint Gas Storage Inc, holding 784,154 and 351,695 shares respectively, with a combined value of C$44.35 million, indicating a strategic focus on energy sector opportunities.
- Major Position Increases: The fund increased its stake in Constellation Software Inc by 12,942 shares, totaling 66,800 shares, representing a 24.03% increase, which not only enhances its investment weight in the software industry but also potentially boosts future earnings prospects.
- Bank Stock Reductions: Leith Wheeler reduced its position in Bank of Montreal by 384,105 shares, a decrease of 28.74%, impacting the portfolio by -1.12%, reflecting a cautious stance on the short-term performance of the banking sector.
- Industry Concentration: As of Q4 2025, Leith Wheeler's portfolio included 41 stocks, primarily concentrated in 10 industries such as Financial Services and Industrials, demonstrating the effectiveness of its diversified investment strategy and market adaptability.
See More
BMO Launches 24/7 Tokenized Cash and Deposit Platform in Collaboration with CME Group and Google Cloud
Introduction of 24/7 Tokenized Cash: BMO has launched a new platform for 24/7 tokenized cash and deposit services in collaboration with CME Group and Google Cloud.
Partnership with CME Group and Google Cloud: The initiative aims to enhance financial transactions by leveraging advanced technology and cloud services provided by Google.
See More
Canada's Housing Market Faces Weak Demand
- Weak Market Demand: Canada's housing market remained quiet through February, with weak demand conditions indicating a lack of buyer confidence, which could lead to further declines in home prices.
- Decreased Transaction Volume: The low market activity resulted in a significant drop in real estate transaction volumes, impacting economic activity in related sectors and potentially leading to reduced revenues for construction and related services.
- Policy Implications: The government may need to reassess existing housing policies to stimulate market demand and avoid prolonged market stagnation, ensuring stable economic growth.
- Investor Caution: In the current market environment, investor interest in real estate has waned, potentially leading to capital outflows that could affect future development projects and market recovery.
See More
Bank of Montreal Expands U.S. Footprint with New Locations
- California Expansion: Bank of Montreal plans to open 130 new financial centers in California, which will increase its footprint in the state by over 50%, significantly enhancing its competitive position in the California market.
- Arizona Growth: The bank will add 15 financial centers in Arizona over the next five years, primarily focusing on the Phoenix and Tucson markets to meet local customer demands and enhance service capabilities.
- Emphasis on Client Interaction: The new financial centers will provide clients with opportunities for face-to-face interactions with bank teams to discuss personal and business financial goals, thereby building trust and receiving personalized guidance.
- Strategic Optimization: This expansion complements BMO's plan to sell 138 U.S. branches, aiming to optimize its U.S. presence and improve overall operational efficiency.
See More
BMO Issues €500 Million Green Bond for Sustainability Projects
- Green Bond Issuance: BMO has announced the issuance of a €500 million green bond, with proceeds allocated to renewable energy, sustainable food and agriculture, and green building projects, reflecting the company's commitment to environmental sustainability.
- Supporting Green Initiatives: The bond proceeds will support clients' green initiatives in critical areas such as food, agriculture, and renewable energy, further advancing the achievement of sustainable development goals.
- Framework Compliance: BMO's Green Bond Framework aligns with the International Capital Market Association's Green Bond Principles, ensuring transparency and compliance in fund usage, while receiving a second-party opinion from Moody's to enhance investor confidence.
- Annual Reporting Commitment: BMO commits to publicly reporting on the use of bond proceeds within one year of issuance and annually thereafter in its Sustainable Bonds Impact Report, ensuring accountability and transparency to investors.
See More
BMO Launches Grant Program for Women-Owned Businesses
- Total Funding: BMO, in collaboration with Deloitte Canada, has launched the 2026 BMO Celebrating Women Grant Program, pledging a total of $100,000 to support ten women-owned businesses, with each recipient receiving $10,000 aimed at advancing sustainable development goals.
- Application Period: Applications for the program will open from April 2 to April 23, 2026, with grant recipients to be announced in the summer of 2026, expected to provide crucial financial support and resources for women entrepreneurs.
- Support Network: Each grant recipient will be paired with a BMO for Women Advocate and gain access to tailored resources, including educational events and organizational memberships, designed to accelerate business growth and enhance market competitiveness for women-owned enterprises.
- Ten-Year Summit: All 2026 grant recipients will be invited to attend the BMO Celebrating Women Grant Summit in downtown Toronto in the fall, aimed at fostering community and meaningful connections within the ecosystem of women-owned businesses while commemorating the ten-year anniversary of BMO for Women.
See More
