Position in BMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$860,175
-$304,967 QoQ
Shares Held
4,868
-43.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#298
of 653 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $98,608,222 across 16 Banks - Diversified names. BMO ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
173,008 | $56,630,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
398,893 | $22,728,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,388 | $3,255,024 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
21,367 | $3,089,881 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
148,216 | $2,948,016 | |
| 6 | C |
Citigroup Inc
|
19,448 | $2,721,941 | |
| 7 | ING |
Ing Groep NV
|
64,263 | $2,016,572 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
4,868 | $860,175 |
All Filings in BMO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,175 | 4,868 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,165,142 | 8,609 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $905,804 | 6,979 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,117,805 | 8,582 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $935,155 | 8,453 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $668,283 | 6,997 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $644,897 | 6,645 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $357,282 | 3,961 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||