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
Q1 		$1.49M Buy
+118,906
New +$1.4M ﹤0.01% 1817

Other funds holding LGCY

RA
Royce & Associates New York $10.1B AUM 42.88% 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 $4.72B AUM 36.69% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MBAM
Mink Brook Asset Management West Palm Beach, Florida $179M AUM 37.68% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Bank of Montreal's LGCY Position: Q1 2026 in Review

Bank of Montreal opened a new position in Legacy Education Inc (LGCY) in Q1 2026: 118,906 shares worth $1.49M. The stake represents ﹤0.01% of the portfolio and ranks #1817 among its holdings.

58 funds tracked by Wall St. Rank hold LGCY as of Q1 2026.

  • Bank of Montreal held 118,906 shares of Legacy Education Inc worth $1.49M as of Q1 2026.
  • Legacy Education Inc was a new Bank of Montreal position in Q1 2026.
  • Legacy Education Inc made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1817 holding.
  • 58 funds tracked by Wall St. Rank held Legacy Education Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.