Highland Investment Advisors LLC’s Bank of Montreal BMO Stock Holding History

Highland Investment Advisors LLC’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
2026 Q2	$62.7K	Buy	+355	New	+$55.8K	0.03%	160

Other funds holding BMO

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Highland Investment Advisors LLC's BMO Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Bank of Montreal (BMO) in Q2 2026: 355 shares worth $62.7K. The stake represents 0.03% of the portfolio and ranks #160 among its holdings.

531 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Highland Investment Advisors LLC held 355 shares of Bank of Montreal worth $62.7K as of Q2 2026.
Bank of Montreal was a new Highland Investment Advisors LLC position in Q2 2026.
Bank of Montreal made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #160 holding.
531 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.