LPL Financial LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1403438 FORT MILL, SC

Position in BMO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$39,187,561

-$4,836,947 QoQ

Shares Held

289,549

-14.6% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $2,807,001,853 across 18 Banks - Diversified names. BMO ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,390,938	$1,585,798,322
2	BAC	Bank Of America Corp /De/	8,659,709	$422,160,813
3	C	Citigroup Inc	2,232,638	$253,203,475
4	WFC	Wells Fargo & Company/Mn	2,865,275	$228,104,542
5	BNY	Bank of New York Mellon Corp	804,368	$95,422,175
6	BMO	Bank Of Montreal /Can/ This page	289,549	$39,187,561
7	HSBC	Hsbc Holdings PLC	377,367	$31,129,003
8	RY	Royal Bank Of Canada	169,890	$27,484,804

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,187,561	289,549	-14.6%	Shares	Sole	2026-05-06
2025-12-31	$44,024,508	339,198	-14.7%	Shares	Sole	2026-02-11
2025-09-30	$51,777,891	397,527	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$42,561,241	384,717	+9.1%	Shares	Sole	2025-08-12
2025-03-31	$33,669,567	352,524	+8.7%	Shares	Sole	2025-05-07
2024-12-31	$31,470,209	324,268	+276.7%	Shares	Sole	2025-02-11
2024-09-30	$7,763,965	86,075	+17.4%	Shares	Sole	2024-11-08
2024-06-30	$6,148,468	73,327	+18.8%	Shares	Sole	2024-08-07
2024-03-31	$6,026,758	61,699	+5.5%	Shares	Sole	2024-05-10
2023-12-31	$5,785,516	58,475	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$4,882,070	57,865	+1.8%	Shares	Sole	2023-11-13
2023-06-30	$5,135,478	56,865	+2.0%	Shares	Sole	2023-07-31
2023-03-31	$4,966,189	55,731	-5.1%	Shares	Sole	2023-05-10
2022-12-31	$5,321,481	58,736	+2.4%	Shares	Sole	2023-02-07
2022-09-30	$5,027,556	57,366	-1.3%	Shares	Sole	2022-11-14
2022-06-30	$5,588,438	58,110	-5.5%	Shares	Sole	2022-08-12
2022-03-31	$7,254,919	61,498	+3.2%	Shares	Sole	2022-05-16
2021-12-31	$6,419,573	59,595	+7.0%	Shares	Sole	2022-02-14
2021-09-30	$5,554,761	55,698	+1.9%	Shares	Sole	2021-11-15
2021-06-30	$5,603,878	54,640	-1.2%	Shares	Sole	2021-08-13
2021-03-31	$4,929,048	55,308	+3.9%	Shares	Sole	2021-05-14
2020-12-31	$4,048,293	53,246	+1.2%	Shares	Sole	2021-02-12
2020-09-30	$3,071,840	52,591	-16.2%	Shares	Sole	2020-11-09
2020-06-30	$3,328,993	62,752	+11.2%	Shares	Sole	2020-08-13
2020-03-31	$2,837,227	56,451	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.