Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,009,840
+$392,690 QoQ
Shares Held
5,715
+25.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#282
of 653 holders
Holding Since
Mar 2024
9 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, 2026MAI Capital Management holds $299,676,874 across 18 Banks - Diversified names. BMO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
549,021 | $179,711,043 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,192,229 | $67,933,207 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
225,268 | $18,616,147 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
86,727 | $12,541,591 | |
| 5 | C |
Citigroup Inc
|
78,905 | $11,043,543 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
27,845 | $2,647,780 | |
| 7 | RY |
Royal Bank Of Canada
|
6,443 | $1,333,507 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
5,715 | $1,009,840 |
All Filings in BMO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,009,840 | 5,715 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $617,150 | 4,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $602,225 | 4,640 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $591,595 | 4,542 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $419,287 | 3,790 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $338,296 | 3,542 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,751 | 3,542 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $310,915 | 3,708 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $363,564 | 3,722 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||