Bank of Montreal
13F holders, Q2 2026 (June 30)3holders
0new positions
0sold out
$85.27avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Bank of Montreal in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were EverSource Wealth Advisors, LLC ($309K), Lodestone Wealth Management LLC ($17K) and Harbour Investments, Inc. ($2K).
- Company
- Bank of Montreal
- Filed as
- MICROSECTORS GOLD MINERS 3X LEVERAGED ETN (Q2 2026)
- CUSIP
- 063679658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 203 shares bought, net +203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| EverSource Wealth Advisors, LLC | 0.01% | Add +5.9% | 3,618 | $309K |
| Lodestone Wealth Management LLC | 0.01% | No change | 200 | $17K |
| Harbour Investments, Inc. | 0.00% | No change | 27 | $2K |
"% of holder's portfolio" is BANK OF MONTREAL's weight in each manager's 13F, not the share of Bank of Montreal the manager owns.