Position in BMO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$411,357
+$96,286 QoQ
Shares Held
2,328
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#401
of 654 holders
Holding Since
Dec 2020
22 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, 2026PATTEN & PATTEN INC/TN holds $50,486,114 across 6 Banks - Diversified names. BMO ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
116,320 | $38,075,025 | |
| 2 | C |
Citigroup Inc
|
40,507 | $5,669,359 | |
| 3 | BAC |
Bank Of America Corp /De/
|
76,213 | $4,342,616 | |
| 4 | RY |
Royal Bank Of Canada
|
6,080 | $1,258,377 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,826 | $729,380 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
2,328 | $411,357 |
All Filings in BMO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,357 | 2,328 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $315,071 | 2,328 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $302,151 | 2,328 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $303,222 | 2,328 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $257,546 | 2,328 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $222,347 | 2,328 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $225,932 | 2,328 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $209,985 | 2,328 | Shares | Sole | 2024-11-04 | |
| 2024-03-31 | $227,399 | 2,328 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $230,332 | 2,328 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $234,801 | 2,783 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $251,332 | 2,783 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $247,993 | 2,783 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $252,139 | 2,783 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $243,902 | 2,783 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $267,641 | 2,783 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $328,310 | 2,783 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $299,784 | 2,783 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $277,548 | 2,783 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $285,424 | 2,783 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $248,020 | 2,783 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $211,591 | 2,783 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||