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Livermore
Livermore
ZHEN

Probity Advisors, Inc.

SEC CIK
0001676603
Latest filing
Jul 31, 2026

BMO holding history

Bank of Montreal in every 13F filed by Probity Advisors, 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)
11,095
Value
$1.96M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of BMO by Probity Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,095$1.96M0.3%−358−3.1%ReducedHolders
Q1 202611,453$1.55M0.2%−332−2.8%ReducedHolders
Q4 202511,785$1.53M0.2%−586−4.7%ReducedHolders
Q3 202512,371$1.61M0.3%−337−2.7%ReducedHolders
Q2 202512,708$1.41M0.2%+19+0.1%AddedHolders
Q1 202512,689$1.21M0.2%+39+0.3%AddedHolders
Q4 202412,650$1.23M0.2%−226−1.8%ReducedHolders
Q3 202412,876$1.16M0.2%+2,273+21.4%AddedHolders
Q2 202410,603$889.1K0.2%+952+9.9%AddedHolders
Q1 20249,651$942.7K0.2%−136−1.4%ReducedHolders
Q4 20239,787$968.3K0.2%−161−1.6%ReducedHolders
Q3 20239,948$839.3K0.2%+395+4.1%AddedHolders
Q2 20239,553$862.7K0.2%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20228,612$780.2K0.2%−123−1.4%ReducedHolders
Q3 20228,735$766.0K0.2%−235−2.6%ReducedHolders
Q2 20228,970$863.0K0.2%+299+3.4%AddedHolders
Q1 20228,671$1.02M0.2%−249−2.8%ReducedHolders
Q4 20218,920$961.0K0.2%+70+0.8%AddedHolders
Q3 20218,850$883.0K0.2%+255+3.0%AddedHolders
Q2 20218,595$882.0K0.2%+124+1.5%AddedHolders
Q1 20218,471$755.0K0.2%––Holders

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