Highland Investment Advisors LLC
Position in BMO — Bank Of Montreal /Can/
CIK 2149882
PONTE VEDRA, FL
Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,728
New position
Shares Held
355
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#563
of 653 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Highland Investment Advisors LLC holds $579,472 across 16 Banks - Diversified names. BMO ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,051 | $344,023 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
913 | $75,450 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
355 | $62,728 | |
| 4 | RY |
Royal Bank Of Canada
|
150 | $31,045 | |
| 5 | BAC |
Bank Of America Corp /De/
|
354 | $20,170 | |
| 6 | TD |
Toronto Dominion Bank
|
165 | $20,035 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
61 | $5,800 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
222 | $4,415 |
All Filings in BMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,728 | 355 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||