Frisch Financial Group, Inc.

Position in BMO — Bank Of Montreal /Can/

CIK 1767730 MELVILLE, NY

Position in BMO

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

Position Value

$358,347

New position

Shares Held

2,028

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#422

of 654 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frisch Financial Group, Inc. holds $14,334,809 across 5 Banks - Diversified names. BMO ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,413	$11,591,737
2	BNY	Bank of New York Mellon Corp	6,507	$940,977
3	BAC	Bank Of America Corp /De/	16,166	$921,138
4	C	Citigroup Inc	3,734	$522,610
5	BMO	Bank Of Montreal /Can/ This page	2,028	$358,347

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$358,347	2,028	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.