Corient IA LLC

Position in BMO — Bank Of Montreal /Can/

CIK 2058426 MIAMI, FL

Position in BMO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$86,583

-$116,427 QoQ

Shares Held

490

-67.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#551

of 653 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Corient IA LLC holds $497,455 across 4 Banks - Diversified names. BMO ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSBC	Hsbc Holdings PLC	1,980	$188,278
2	RY	Royal Bank Of Canada	700	$144,879
3	BMO	Bank Of Montreal /Can/ This page	490	$86,583
4	TD	Toronto Dominion Bank	640	$77,715

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$86,583	490	-67.3%	Shares	Sole	2026-08-12
2026-03-31	$203,010	1,500	-40.0%	Shares	Sole	2026-05-14
2025-09-30	$325,625	2,500	0.0%	Shares	Sole	2025-11-12
2025-06-30	$276,575	2,500	0.0%	Shares	Sole	2025-08-14
2025-03-31	$238,775	2,500	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.