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Livermore
Livermore
ZHEN

Vaughan & Co Securities, Inc.

SEC CIK
0000805870
Latest filing
Aug 3, 2026

BMO holding history

Bank of Montreal in every 13F filed by Vaughan & Co Securities, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q2 2026)
4,990
Value
$881.7K
% of portfolio
0.4%
Quarters held
21
Since Q1 2021
Holdings of BMO by Vaughan & Co Securities, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,990$881.7K0.4%−258−4.9%ReducedHolders
Q1 20265,248$710.3K0.4%−163−3.0%ReducedHolders
Q4 20255,411$702.3K0.4%−129−2.3%ReducedHolders
Q3 20255,540$721.6K0.4%−1,637−22.8%ReducedHolders
Q2 20257,177$794.0K0.5%−45−0.6%ReducedHolders
Q1 20257,222$689.8K0.4%−168−2.3%ReducedHolders
Q4 20247,390$717.2K0.4%−57−0.8%ReducedHolders
Q3 20247,447$671.7K0.4%−45−0.6%ReducedHolders
Q2 20247,492$628.2K0.4%+106+1.4%AddedHolders
Q1 20247,386$721.5K0.5%−696−8.6%ReducedHolders
Q4 20238,082$799.6K0.5%+1,988+32.6%AddedHolders
Q3 20236,094$514.2K0.4%−33−0.5%ReducedHolders
Q2 20236,127$553.3K0.4%00.0%UnchangedHolders
Q1 20236,127$546.0K0.4%−71−1.1%ReducedHolders
Q4 20226,198$561.5K0.4%−171−2.7%ReducedHolders
Q3 20226,369$558.0K0.5%+614+10.7%AddedHolders
Q2 20225,755$553.0K0.4%00.0%UnchangedHolders
Q1 20225,755$679.0K0.5%00.0%UnchangedHolders
Q4 20215,755$620.0K0.4%−1,532−21.0%ReducedHolders
Q3 20217,287$727.0K0.5%+7,287NewHolders
Q2 20210$00.0%−7,499−100.0%Sold outHolders
Q1 20217,499$668.0K0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.