DOSSIER · 13F Holders · Q2 2026
SHNY

BANK MONTREAL QUE

7 institutions still hold BANK MONTREAL QUE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 063679526·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$2M
visible holders
Holders
7
filers reporting
Concentration
81.55%
Larson Financial Group LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported SHNY in Q2 2026. Larson Financial Group LLC leads at 81.5% 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
$2M251K0.05%Q2 2026
02
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$327K41K0.00%Q2 2026
03
180 WEALTH ADVISORS, LLC
CIK 0001730817
$112K14K0.01%Q2 2026
04
OSAIC HOLDINGS, INC.
CIK 0001677044
$12K2K0.00%Q2 2026
05
Tower Research Capital LLC (TRC)
CIK 0001533421
$1K1630.00%Q2 2026
06
JPMORGAN CHASE & CO
CIK 0000019617
$810.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025