NORTH STAR ASSET MANAGEMENT INC

Position in BMO — Bank Of Montreal /Can/

CIK 1056559 NEENAH, WI

Position in BMO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,431,093

+$334,975 QoQ

Shares Held

8,099

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#259

of 654 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NORTH STAR ASSET MANAGEMENT INC holds $30,865,414 across 5 Banks - Diversified names. BMO ranks #2 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,084	$27,195,885
2	BMO	Bank Of Montreal /Can/ This page	8,099	$1,431,093
3	WFC	Wells Fargo & Company/Mn	11,254	$930,030
4	C	Citigroup Inc	4,884	$683,564
5	BAC	Bank Of America Corp /De/	10,966	$624,842

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,431,093	8,099	0.0%	Shares	Sole	2026-08-18
2026-03-31	$1,096,118	8,099	0.0%	Shares	Sole	2026-05-06
2025-12-31	$1,051,169	8,099	-0.9%	Shares	Sole	2026-02-09
2025-09-30	$1,064,663	8,174	0.0%	Shares	Sole	2025-11-10
2025-06-30	$904,289	8,174	0.0%	Shares	Sole	2025-08-12
2025-03-31	$780,698	8,174	-2.9%	Shares	Sole	2025-05-08
2024-12-31	$817,355	8,422	+1.2%	Shares	Sole	2025-02-19
2024-09-30	$750,644	8,322	-2.1%	Shares	Sole	2024-11-14
2024-06-30	$712,641	8,499	-1.3%	Shares	Sole	2024-08-05
2024-03-31	$840,927	8,609	-3.9%	Shares	Sole	2024-05-08
2023-12-31	$885,908	8,954	-0.3%	Shares	Sole	2024-02-01
2023-09-30	$757,558	8,979	-9.6%	Shares	Sole	2023-10-26
2023-06-30	$896,687	9,929	-3.9%	Shares	Sole	2023-08-09
2023-03-31	$920,951	10,335	0.0%	Shares	Sole	2023-05-10
2022-12-31	$936,351	10,335	-1.9%	Shares	Sole	2023-03-06
2022-09-30	$923,024	10,532	-0.8%	Shares	Sole	2022-11-08
2022-06-30	$1,021,133	10,618	+3.4%	Shares	Sole	2022-07-28
2022-03-31	$1,211,197	10,267	-2.7%	Shares	Sole	2022-04-29
2021-12-31	$1,136,338	10,549	-2.8%	Shares	Sole	2022-02-07
2021-09-30	$1,082,369	10,853	+5.7%	Shares	Sole	2021-10-20
2021-06-30	$1,053,496	10,272	-1.1%	Shares	Sole	2021-07-30
2021-03-31	$925,778	10,388	0.0%	Shares	Sole	2021-04-29
2020-12-31	$789,799	10,388	+12.8%	Shares	Sole	2021-02-16
2020-09-30	$538,014	9,211	-17.4%	Shares	Sole	2020-11-02
2020-06-30	$591,295	11,146	-0.5%	Shares	Sole	2020-07-28
2020-03-31	$562,811	11,198	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.