Bank of Montreal
LEO

Bank of Montreal’s BNY Mellon Strategic Municipals LEO Stock Holding History

Bank of Montreal’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.7K Buy
+12,184
New +$77.7K ﹤0.01% 3304
2013
Q4 		– Sell
-1,900
Closed -$15K – 3832
2013
Q3 		$15K Buy
+1,900
New +$14.9K ﹤0.01% 3316

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

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

Bank of Montreal opened a new position in BNY Mellon Strategic Municipals (LEO) in Q2 2026: 12,184 shares worth $78.7K. The stake represents ﹤0.01% of the portfolio and ranks #3304 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in LEO as recently as Q3 2013.

Bank of Montreal first reported a position in LEO in Q3 2013 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Bank of Montreal held 12,184 shares of BNY Mellon Strategic Municipals worth $78.7K as of Q2 2026.
  • BNY Mellon Strategic Municipals was a new Bank of Montreal position in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3304 holding.
  • Bank of Montreal first reported a position in BNY Mellon Strategic Municipals in Q3 2013 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

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