WEDBUSH SECURITIES INC
Broker-DealerPosition in BMO — Bank Of Montreal /Can/
CIK 1142495
PASADENA, CA
Position in BMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$535,931
+$121,656 QoQ
Shares Held
3,033
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#359
of 653 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $70,131,364 across 16 Banks - Diversified names. BMO ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
89,166 | $29,186,706 | |
| 2 | BAC |
Bank Of America Corp /De/
|
243,184 | $13,856,624 | |
| 3 | C |
Citigroup Inc
|
98,948 | $13,848,762 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
51,280 | $4,237,779 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,774 | $2,545,939 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,075 | $2,179,995 | |
| 7 | RY |
Royal Bank Of Canada
|
7,610 | $1,575,041 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
3,033 | $535,931 |
All Filings in BMO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,931 | 3,033 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $414,275 | 3,061 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $397,936 | 3,066 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $403,775 | 3,100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $341,957 | 3,091 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $282,614 | 2,959 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $290,276 | 2,991 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $278,357 | 3,086 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||