Beacon Pointe Advisors, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1744317 NEWPORT BEACH, CA

Position in BMO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$9,237,876

+$2,081,368 QoQ

Shares Held

52,280

-1.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#150

of 653 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names. BMO ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	474,800	$155,416,284
2	WFC	Wells Fargo & Company/Mn	490,085	$40,500,624
3	BAC	Bank Of America Corp /De/	585,316	$33,351,305
4	C	Citigroup Inc	134,666	$18,847,853
5	BMO	Bank Of Montreal /Can/ This page	52,280	$9,237,876
6	RY	Royal Bank Of Canada	13,332	$2,759,324
7	BNY	Bank of New York Mellon Corp	16,232	$2,347,309
8	TD	Toronto Dominion Bank	15,783	$1,916,529

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,237,876	52,280	-1.1%	Shares	Sole	2026-08-18
2026-03-31	$7,156,508	52,878	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$6,831,496	52,635	+0.4%	Shares	Sole	2026-02-18
2025-09-30	$6,827,314	52,417	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$5,774,332	52,195	+0.1%	Shares	Sole	2025-08-13
2025-03-31	$4,979,413	52,135	-0.0%	Shares	Sole	2025-05-13
2024-12-31	$5,062,030	52,159	+0.8%	Shares	Sole	2025-02-14
2024-09-30	$4,667,308	51,744	-0.5%	Shares	Sole	2024-11-14
2024-06-30	$4,361,960	52,021	-1.9%	Shares	Sole	2024-08-12
2024-03-31	$5,182,217	53,053	-0.9%	Shares	Sole	2024-05-14
2023-12-31	$5,299,325	53,561	+1.3%	Shares	Sole	2024-02-08
2023-09-30	$4,461,232	52,877	-0.6%	Shares	Sole	2023-11-14
2022-06-30	$5,114,224	53,179	0.0%	Shares	Sole	2022-08-11
2022-03-31	$6,273,526	53,179	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.