Even though it is January 6, 2026, we are still missing dividends from 7 holdings where the payout date was December 31, 2025. In addition to these holdings, we have another 20 holdings with the same payday where we received the money.
It doesn't appear that these payments are made automatically but are recorded manually by each bank, which should be extremely costly. The reason I believe this is so is that we have several of the same shares in several banks. One of the reasons for this is that we have decided to stop investing on Avanza's platform as they are by far the worst at refunding foreign withholding tax.
We need to let the move from Avanza to Montrose happen organically because we have holdings that were purchased before the EU changed the rules for ETFs and BDCs, we cannot sell and repurchase them, which means this transfer will take time. It is only when a holding is to be sold for some reason that we transfer the money from Avanza. We currently have holdings in Avanza, Montrose, Nordea and Nordnet.
Without my Google Sheet where I track every dividend, we wouldn't have been able to ensure that we get all the dividends we're supposed to. There have been several occasions when I have had to contact the bank concerned because the dividend has not been paid.
AI generated image with Grok
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