VAUGHAN & Co SECURITIES, INC.
Broker-DealerPosition in BMO — Bank Of Montreal /Can/
CIK 805870
Ridgewood, NJ
Position in BMO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$881,733
+$171,469 QoQ
Shares Held
4,990
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#294
of 654 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VAUGHAN & Co SECURITIES, INC. holds $1,336,328 across 2 Banks - Diversified names. BMO ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMO |
Bank Of Montreal /Can/
This page
|
4,990 | $881,733 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,953 | $454,595 |
All Filings in BMO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $881,733 | 4,990 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $710,264 | 5,248 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $702,293 | 5,411 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $721,585 | 5,540 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $793,991 | 7,177 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $689,773 | 7,222 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $717,199 | 7,390 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $671,719 | 7,447 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $628,204 | 7,492 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $721,464 | 7,386 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $799,633 | 8,082 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $514,150 | 6,094 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $553,329 | 6,127 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $545,976 | 6,127 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $561,538 | 6,198 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $558,179 | 6,369 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $553,458 | 5,755 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $678,917 | 5,755 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $619,928 | 5,755 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $726,732 | 7,287 | Shares | Sole | 2021-10-15 | |
| 2021-03-31 | $668,310 | 7,499 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $582,693 | 7,664 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $471,485 | 8,072 | Shares | Sole | 2021-05-10 | |
| 2020-06-30 | $428,219 | 8,072 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $405,698 | 8,072 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||