Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$502,181
+$261,412 QoQ
Shares Held
2,842
+59.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#367
of 653 holders
Holding Since
Dec 2021
17 quarters on record
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $25,556,841 across 11 Banks - Diversified names. BMO ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,825 | $16,309,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
55,174 | $3,143,814 | |
| 3 | C |
Citigroup Inc
|
18,617 | $2,605,635 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
21,648 | $1,788,990 | |
| 5 | BMO |
Bank Of Montreal /Can/
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|
2,842 | $502,181 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,448 | $498,615 | |
| 7 | RY |
Royal Bank Of Canada
|
1,785 | $369,441 | |
| 8 | UBS |
UBS Group AG
|
3,525 | $174,699 |
All Filings in BMO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,181 | 2,842 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $240,769 | 1,779 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $233,751 | 1,801 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $299,444 | 2,299 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $210,860 | 1,906 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $253,197 | 2,651 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $257,279 | 2,651 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $235,692 | 2,613 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $218,848 | 2,610 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $250,842 | 2,568 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $258,629 | 2,614 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $224,557 | 2,520 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $299,523 | 3,306 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $234,086 | 2,671 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,081 | 2,642 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $307,429 | 2,606 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $257,019 | 2,386 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||