HighTower Advisors
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HighTower Advisors’s Bank of Montreal BMO Stock Holding History

HighTower Advisors’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-300
Closed -$81K – 3362
2022
Q3 		$81K Buy
+300
New +$29K ﹤0.01% 2807
2017
Q3 		– Sell
-11,900
Closed -$12K – 2241
2017
Q2 		$12K Buy
+11,900
New +$842K ﹤0.01% 2106

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HighTower Advisors's BMO Position: Q2 2026 in Review

HighTower Advisors increased its Bank of Montreal (BMO) stake by 0.26% in Q2 2026, buying an estimated $9.12K and bringing the position to 22,179 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

HighTower Advisors first reported a position in BMO in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.52M in Q2 2023. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • HighTower Advisors held 22,179 shares of Bank of Montreal worth $3.92M as of Q2 2026.
  • HighTower Advisors bought 58 Bank of Montreal shares in Q2 2026, an estimated $9.12K.
  • Bank of Montreal made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1390 holding.
  • HighTower Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 51 quarters since.
  • HighTower Advisors's Bank of Montreal position peaked at $6.52M in Q2 2023.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.