DOSSIER · 13F Holders · Q3 2026
SHNY

BANK MONTREAL QUE

9 institutions still hold BANK MONTREAL QUE as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 063679526·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
9
filers reporting
Concentration
69.99%
Larson Financial Group LLC #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported SHNY in Q3 2026. Larson Financial Group LLC leads at 70.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Larson Financial Group LLC
CIK 0001731061
$2M268K0.05%Q3 2026
02
AlphaCore Capital LLC
CIK 0001713662
$465K59K0.01%Q3 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$327K41K0.00%Q2 2026
04
180 WEALTH ADVISORS, LLC
CIK 0001730817
$107K14K0.01%Q3 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$12K2K0.00%Q2 2026
06
Tower Research Capital LLC (TRC)
CIK 0001533421
$1K1630.00%Q2 2026
07
EverSource Wealth Advisors, LLC
CIK 0001710537
$7951000.00%Q3 2026
08
JPMORGAN CHASE & CO
CIK 0000019617
$810.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025