N.E.W. Advisory Services’s Bank of Montreal BMO Stock Holding History

N.E.W. Advisory Services's BMO Position: Q2 2026 in Review

N.E.W. Advisory Services held its Bank of Montreal (BMO) position steady in Q2 2026 at 858 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #249.

N.E.W. Advisory Services first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

• N.E.W. Advisory Services held 858 shares of Bank of Montreal worth $152K as of Q2 2026.
• N.E.W. Advisory Services left its Bank of Montreal share count unchanged in Q2 2026.
• Bank of Montreal made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #249 holding.
• N.E.W. Advisory Services first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
• 418 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.