CERTUITY, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1800752 NORTH PALM BEACH, FL

Position in BMO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$695,491

+$133,560 QoQ

Shares Held

3,936

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#325

of 653 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CERTUITY, LLC holds $182,859,026 across 12 Banks - Diversified names. BMO ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	846,920	$118,534,923
2	BAC	Bank Of America Corp /De/	505,847	$28,823,162
3	WFC	Wells Fargo & Company/Mn	312,648	$25,837,230
4	JPM	Jpmorgan Chase & Co	16,514	$5,405,527
5	BNY	Bank of New York Mellon Corp	12,395	$1,792,440
6	BMO	Bank Of Montreal /Can/ This page	3,936	$695,491
7	RY	Royal Bank Of Canada	1,935	$400,486
8	HSBC	Hsbc Holdings PLC	4,173	$396,810

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,491	3,936	-5.2%	Shares	Sole	2026-07-28
2026-03-31	$561,931	4,152	-1.1%	Shares	Sole	2026-05-11
2025-12-31	$545,118	4,200	-6.2%	Shares	Sole	2026-01-30
2025-09-30	$583,259	4,478	0.0%	Shares	Sole	2025-11-13
2025-06-30	$495,401	4,478	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$426,834	4,469	+0.0%	Shares	Sole	2025-05-13
2024-12-31	$433,522	4,467	+13.7%	Shares	Sole	2025-01-29
2024-09-30	$354,395	3,929	0.0%	Shares	Sole	2024-11-12
2024-06-30	$329,446	3,929	+2.1%	Shares	Sole	2024-08-06
2024-03-31	$376,068	3,850	0.0%	Shares	Sole	2024-05-15
2023-12-31	$380,919	3,850	-15.4%	Shares	Sole	2024-02-05
2021-03-31	$405,674	4,552	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.