SEC 13F Intelligence

BANK MONTREAL MEDIUM

CUSIP 063679856

Bank Montreal Medium has 5 institutional holders in Filings Flow’s 13F database, together reporting 87.4K shares worth $6M as of Q1 2026. The largest reported holders are Independent Financial Group, LLC, Susquehanna International Group, LLP, and Client First Investment Management LLC.

Institutional Holders
5
Q1 2026
Reported Value
$6M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 1Q4 ’18Q1 ’19: 3Q2 ’19: 3Q2 ’19Q3 ’19: 2Q2 ’21: 5Q2 ’21Q4 ’21: 5Q4 ’22: 6Q4 ’22Q4 ’25: 4Q1 ’26: 5Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $0Q4 ’18Q1 ’19: $1MQ2 ’19: $621,000Q2 ’19Q3 ’19: $551,000Q2 ’21: $6MQ2 ’21Q4 ’21: $9MQ4 ’22: $3MQ4 ’22Q4 ’25: $6MQ1 ’26: $6MQ1 ’26Q2 ’26: $4Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
Client First Investment Management LLC$237M AUM0.75%$1M11.7KQ3 2025OLDER
INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM0.07%$4M29.3KQ2 2026
GTS SECURITIES LLC$2.8B AUM0.05%$1M16.7KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$3,10125Q3 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$2M13.7KQ4 2025OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$538,6766.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$619,7307.1KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$8,85676Q4 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.