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SHNY BANK OF MONTREAL

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CAL LKD 43 (fund), issuer CIK 927971

7 managers (7 13F filers) reported a position in SHNY shares at 2025-12-31, 11,986 shares in all. 5 filers opened a position and 0 filers sold out during the quarter.

Managers
7
13F filers
7
New
5
Added
0
Reduced
2
Sold out
0
Shares held by filers
11,986

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,245$685K<0.01%-2,03013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,575$337K0.05%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC2,278$298K<0.01%new13F-HRTimelineGroup
180 WEALTH ADVISORS, LLC1,638$214K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.150$19.6K<0.01%-20013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…99$12.9K<0.01%new13F-HRTimelineGroup
CURIO WEALTH, LLC1$149<0.01%new13F-HRTimeline