Bank of Montreal
13F holders, Q1 2026 (March 31)3holders +1
1new positions
0sold out
$201.39avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Bank of Montreal in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were EverSource Wealth Advisors, LLC ($688K), Lodestone Wealth Management LLC ($40K) and Harbour Investments, Inc. ($5K).
- Company
- Bank of Montreal
- Filed as
- MICROSECTORS GOLD MINERS 3X LEVERAGED ETN (Q1 2026)
- CUSIP
- 063679658
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 27 shares bought and 3,694 shares sold, net −3,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -52.0% | 3,415 | $688K |
| Lodestone Wealth Management LLC | 0.02% | No change | 200 | $40K |
| Harbour Investments, Inc. | 0.00% | New | 27 | $5K |
"% 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.