Ausdal Financial Partners, Inc.

Position in BMO — Bank Of Montreal /Can/

CIK 1667146 Davenport, IA

Position in BMO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,562,380

+$438,247 QoQ

Shares Held

8,842

+6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#249

of 654 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ausdal Financial Partners, Inc. holds $18,717,774 across 8 Banks - Diversified names. BMO ranks #5 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	29,524	$9,664,090
2	C	Citigroup Inc	18,718	$2,619,770
3	BAC	Bank Of America Corp /De/	35,857	$2,043,130
4	BNY	Bank of New York Mellon Corp	10,835	$1,566,849
5	BMO	Bank Of Montreal /Can/ This page	8,842	$1,562,380
6	WFC	Wells Fargo & Company/Mn	9,036	$746,734
7	UBS	UBS Group AG	5,211	$258,256
8	CM	Canadian Imperial Bank Of Commerce /Can/	2,231	$256,565

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,562,380	8,842	+6.5%	Shares	Other	2026-08-14
2026-03-31	$1,124,133	8,306	-0.0%	Shares	Sole	2026-05-12
2025-12-31	$1,078,295	8,308	+1.2%	Shares	Other	2026-02-13
2025-09-30	$1,068,961	8,207	+290.8%	Shares	Sole	2025-11-14
2025-06-30	$232,323	2,100	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$200,093	2,095	0.0%	Shares	Sole	2025-05-15
2024-12-31	$203,319	2,095	-52.6%	Shares	Sole	2025-02-12
2024-03-31	$431,940	4,422	-0.5%	Shares	Sole	2024-04-12
2023-12-31	$439,788	4,445	-0.6%	Shares	Sole	2024-01-11
2023-09-30	$377,387	4,473	+0.4%	Shares	Sole	2023-11-08
2023-06-30	$402,150	4,453	+115.0%	Shares	Sole	2023-07-31
2022-03-31	$244,315	2,071	0.0%	Shares	Sole	2022-05-04
2021-12-31	$223,088	2,071	0.0%	Shares	Sole	2022-02-08
2021-09-30	$206,540	2,071	-2.0%	Shares	Sole	2021-11-01
2021-06-30	$216,811	2,114	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.