SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Position in BMO — Bank Of Montreal /Can/
CIK 1079935
LOS ANGELES, CA
Position in BMO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$212,039
New position
Shares Held
1,200
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#513
of 654 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $80,306,074 across 7 Banks - Diversified names. BMO ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
505,602 | $70,764,055 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
20,882 | $6,835,304 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,954 | $905,237 | |
| 4 | BAC |
Bank Of America Corp /De/
|
14,379 | $819,314 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,055 | $586,392 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,200 | $212,039 | |
| 7 | SAN |
Banco Santander, S.A.
|
13,314 | $183,733 |
All Filings in BMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,039 | 1,200 | Shares | Defined | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||