Goldstein Advisors, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1963807 Madison, WI

Position in BMO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$238,191

-$208,041 QoQ

Shares Held

1,348

-74.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#493

of 654 holders

Holding Since

Sep 2023

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Goldstein Advisors, LLC holds $3,071,685 across 5 Banks - Diversified names. BMO ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	4,518	$1,478,876
2	C	Citigroup Inc	4,184	$585,592
3	BAC	Bank Of America Corp /De/	7,012	$399,543
4	WFC	Wells Fargo & Company/Mn	4,471	$369,483
5	BMO	Bank Of Montreal /Can/ This page	1,348	$238,191

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,191	1,348	-74.5%	Shares	Sole	2026-07-20
2023-09-30	$446,232	5,289	—	Shares	Sole	2023-10-18
No filing history on record for this holder in this stock.