HighPoint Advisor Group’s Bank of Montreal BMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,336
| Closed | -$693K | – | 695 |
|
|
2025
Q4 | $693K | Sell |
5,336
-405
| -7% | -$51.3K | 0.02% | 579 |
|
|
2025
Q3 | $748K | Sell |
5,741
-127
| -2% | -$15K | 0.04% | 311 |
|
|
2025
Q2 | $649K | Buy |
5,868
+237
| +4% | +$23.9K | 0.03% | 322 |
|
|
2025
Q1 | $536K | Buy |
5,631
+255
| +5% | +$25.2K | 0.03% | 341 |
|
|
2024
Q4 | $535K | Buy |
5,376
+278
| +5% | +$26.3K | 0.03% | 361 |
|
|
2024
Q3 | $460K | Buy |
5,098
+1,774
| +53% | +$151K | 0.03% | 375 |
|
|
2024
Q2 | $274K | Buy |
3,324
+905
| +37% | +$82.2K | 0.02% | 495 |
|
|
2024
Q1 | $228K | Buy |
2,419
+22
| +0.9% | +$2.08K | 0.02% | 559 |
|
|
2023
Q4 | $229K | Buy |
+2,397
| New | +$200K | 0.02% | 544 |
|
|
2022
Q2 | $7.99M | Buy |
+83,768
| New | +$8.9M | 0.87% | 21 |
|
|
2021
Q3 | $8.31M | Buy |
83,290
+95
| +0.1% | +$9.56K | 0.81% | 22 |
|
|
2021
Q2 | $8.53M | Sell |
83,195
-1
| -0% | -$99 | 0.86% | 23 |
|
|
2021
Q1 | $7.63M | Buy |
83,196
+13
| +0% | +$1.06K | 0.88% | 21 |
|
|
2020
Q4 | $6.39M | Buy |
83,183
+502
| +0.6% | +$34.4K | 0.78% | 23 |
|
|
2020
Q3 | $5.2M | Sell |
82,681
-142
| -0.2% | -$8.22K | 0.94% | 22 |
|
|
2020
Q2 | $4.35M | Sell |
82,823
-1,701
| -2% | -$86.7K | 0.93% | 22 |
|
|
2020
Q1 | $4.05M | Sell |
84,524
-1,453
| -2% | -$98.5K | 0.96% | 22 |
|
|
2019
Q4 | $6.86M | Buy |
85,977
+190
| +0.2% | +$14.3K | 1.41% | 14 |
|
|
2019
Q3 | $6.53M | Buy |
85,787
+725
| +0.9% | +$52.8K | 1.44% | 13 |
|
|
2019
Q2 | $6.4M | Sell |
85,062
-517
| -0.6% | -$39.5K | 1.5% | 12 |
|
|
2019
Q1 | $6.71M | Buy |
85,579
+81,605
| +2,053% | +$6.03M | 1.64% | 12 |
|
|
2018
Q4 | $295K | Buy |
3,974
+588
| +17% | +$43.6K | 0.08% | 227 |
|
|
2018
Q3 | $266K | Sell |
3,386
-87
| -3% | -$7K | 0.07% | 246 |
|
|
2018
Q2 | $277K | Buy |
3,473
+7
| +0.2% | +$539 | 0.07% | 254 |
|
|
2018
Q1 | $274K | Buy |
3,466
+104
| +3% | +$8.18K | 0.08% | 255 |
|
|
2017
Q4 | $257K | Buy |
3,362
+49
| +1% | +$3.82K | 0.07% | 246 |
|
|
2017
Q3 | $256K | Sell |
3,313
-127
| -4% | -$9.47K | 0.08% | 227 |
|
|
2017
Q2 | $257K | Hold |
3,440
| – | – | 0.08% | 232 |
|
|
2017
Q1 | $257K | Sell |
3,440
-637
| -16% | -$48.1K | 0.08% | 232 |
|
|
2016
Q4 | $312K | Sell |
4,077
-401
| -9% | -$26.7K | 0.1% | 216 |
|
|
2016
Q3 | $290K | Sell |
4,478
-55
| -1% | -$3.57K | 0.1% | 220 |
|
|
2016
Q2 | $290K | Buy |
+4,533
| New | +$287K | 0.1% | 209 |
|
Other funds holding BMO
HighPoint Advisor Group's BMO Position: Q1 2026 in Review
HighPoint Advisor Group sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 5,336 shares — an estimated $693K sold.
HighPoint Advisor Group first reported a position in BMO in Q2 2016 and held it in 32 quarters. The position peaked at $8.53M in Q2 2021. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.
- HighPoint Advisor Group reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
- HighPoint Advisor Group sold 5,336 Bank of Montreal shares in Q1 2026, an estimated $693K.
- HighPoint Advisor Group first reported a position in Bank of Montreal in Q2 2016 and held it in 32 quarters.
- HighPoint Advisor Group's Bank of Montreal position peaked at $8.53M in Q2 2021.
- 637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.
Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.