Sunbelt Securities, Inc.
Broker-DealerPosition in BMO — Bank Of Montreal /Can/
CIK 1632932
HOUSTON, TX
Position in BMO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$43,850
+$1,928 QoQ
Shares Held
324
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Sunbelt Securities, Inc. holds $13,705,522 across 13 Banks - Diversified names. BMO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,562 | $8,107,637 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
26,478 | $2,107,913 | |
| 3 | BAC |
Bank Of America Corp /De/
|
29,564 | $1,441,245 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,633 | $1,024,132 | |
| 5 | C |
Citigroup Inc
|
7,049 | $799,427 | |
| 6 | RY |
Royal Bank Of Canada
|
558 | $90,273 | |
| 7 | TD |
Toronto Dominion Bank
|
700 | $65,317 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
324 | $43,850 |
All Filings in BMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,850 | 324 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $41,922 | 323 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $42,070 | 323 | Shares | Sole | 2025-11-19 | |
| No filing history on record for this holder in this stock. | ||||||