Bank of Montreal
DXYZ

Bank of Montreal’s Destiny Tech100 DXYZ Stock Holding History

Bank of Montreal’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$129K Buy
+5,000
New +$188K ﹤0.01% 3160

Other funds holding DXYZ

SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FCM
FirstWave Capital Management Miami, Florida $227M AUM
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM

Bank of Montreal's DXYZ Position: Q2 2026 in Review

Bank of Montreal opened a new position in Destiny Tech100 (DXYZ) in Q2 2026: 4,238 shares worth $109K. The stake represents ﹤0.01% of the portfolio and ranks #3209 among its holdings.

110 funds tracked by Wall St. Rank hold DXYZ as of Q2 2026.

  • Bank of Montreal held 4,238 shares of Destiny Tech100 worth $109K as of Q2 2026.
  • Destiny Tech100 was a new Bank of Montreal position in Q2 2026.
  • Destiny Tech100 made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3209 holding.
  • 110 funds tracked by Wall St. Rank held Destiny Tech100 as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.