Bank of Montreal
LGCY

Bank of Montreal’s Legacy Education Inc LGCY Stock Holding History

Bank of Montreal’s Portfolio LGCY Stock Details LGCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Hold
118,906
– – ﹤0.01% 1919
2026
Q1 		$1.49M Buy
+118,906
New +$1.4M ﹤0.01% 1817

Other funds holding LGCY

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $227M AUM 64.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Bank of Montreal held its Legacy Education Inc (LGCY) position steady in Q2 2026 at 118,906 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Bank of Montreal first reported a position in LGCY in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.49M in Q1 2026. 50 funds tracked by Wall St. Rank hold LGCY as of Q2 2026.

  • Bank of Montreal held 118,906 shares of Legacy Education Inc worth $1.4M as of Q2 2026.
  • Bank of Montreal left its Legacy Education Inc share count unchanged in Q2 2026.
  • Legacy Education Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1919 holding.
  • Bank of Montreal first reported a position in Legacy Education Inc in Q1 2026 and has held it in 2 quarters since.
  • Bank of Montreal's Legacy Education Inc position peaked at $1.49M in Q1 2026.
  • 50 funds tracked by Wall St. Rank held Legacy Education Inc as of Q2 2026.

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