Cambridge Investment Research Advisors, Inc.
Position in BMO — Bank Of Montreal /Can/
CIK 1419186
FAIRFIELD, IA
Position in BMO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,896,344
+$448,613 QoQ
Shares Held
10,732
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#241
of 653 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $367,427,397 across 18 Banks - Diversified names. BMO ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
687,077 | $224,900,914 | |
| 2 | BAC |
Bank Of America Corp /De/
|
898,090 | $51,173,168 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
472,117 | $39,015,748 | |
| 4 | C |
Citigroup Inc
|
176,266 | $24,670,189 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
58,256 | $8,424,400 | |
| 6 | RY |
Royal Bank Of Canada
|
29,139 | $6,030,898 | |
| 7 | TD |
Toronto Dominion Bank
|
26,418 | $3,207,937 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
10,732 | $1,896,344 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,896,344 | 10,732 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,447,731 | 10,697 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,366,688 | 10,530 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,358,247 | 10,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,175,333 | 10,624 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $987,955 | 10,344 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,053,477 | 10,855 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,059,940 | 11,751 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $966,119 | 11,522 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,049,180 | 10,741 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,292,947 | 13,068 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,122,627 | 13,306 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,138,086 | 12,602 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,101,934 | 12,366 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $789,669 | 8,716 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $805,674 | 9,193 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $834,947 | 8,682 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $876,753 | 7,432 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $776,984 | 7,213 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $766,524 | 7,686 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $823,351 | 8,028 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $653,173 | 8,591 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $513,832 | 8,797 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $787,421 | 14,843 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $773,953 | 15,399 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||