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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HighTower Advisors's BMO Position: Q1 2026 in Review

HighTower Advisors reduced its Bank of Montreal (BMO) stake by 22% in Q1 2026, selling an estimated $876K and leaving 22,121 shares worth $2.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

HighTower Advisors first reported a position in BMO in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.52M in Q2 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • HighTower Advisors held 22,121 shares of Bank of Montreal worth $2.99M as of Q1 2026.
  • HighTower Advisors sold 6,307 Bank of Montreal shares in Q1 2026, an estimated $876K.
  • Bank of Montreal made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1481 holding.
  • HighTower Advisors first reported a position in Bank of Montreal in Q2 2013 and has held it in 50 quarters since.
  • HighTower Advisors's Bank of Montreal position peaked at $6.52M in Q2 2023.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.