Position in BMO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$176,700
+$41,360 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#528
of 654 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $23,634,774 across 11 Banks - Diversified names. BMO ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,894 | $21,241,752 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,124 | $861,764 | |
| 3 | RY |
Royal Bank Of Canada
|
2,400 | $496,728 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,000 | $230,000 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,559 | $225,446 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,000 | $176,700 | |
| 7 | TD |
Toronto Dominion Bank
|
1,200 | $145,716 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
1,420 | $117,348 |
All Filings in BMO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,700 | 1,000 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $135,340 | 1,000 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $129,790 | 1,000 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $130,250 | 1,000 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $110,630 | 1,000 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $95,510 | 1,000 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $97,050 | 1,000 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $90,200 | 1,000 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $83,850 | 1,000 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $97,680 | 1,000 | Shares | Defined | 2024-04-08 | |
| 2023-12-31 | $98,940 | 1,000 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $84,370 | 1,000 | Shares | Defined | 2023-11-21 | |
| 2023-06-30 | $90,310 | 1,000 | Shares | Defined | 2023-07-12 | |
| 2023-03-31 | $89,110 | 1,000 | Shares | Defined | 2023-04-20 | |
| 2022-12-31 | $90,600 | 1,000 | Shares | Defined | 2023-01-06 | |
| 2022-09-30 | $87,640 | 1,000 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $96,170 | 1,000 | Shares | Defined | 2022-07-14 | |
| 2022-03-31 | $117,970 | 1,000 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||