Position in BMO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$247,380
+$57,904 QoQ
Shares Held
1,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#484
of 653 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WEBSTER BANK, N. A. holds $38,227,458 across 9 Banks - Diversified names. BMO ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,576 | $27,356,931 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,591 | $9,321,414 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,939 | $821,358 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,657 | $384,228 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
1,400 | $247,380 | |
| 6 | C |
Citigroup Inc
|
656 | $91,813 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
18 | $1,711 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66 | $1,312 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,380 | 1,400 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $189,476 | 1,400 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $181,706 | 1,400 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $182,350 | 1,400 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $154,882 | 1,400 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $133,714 | 1,400 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $135,870 | 1,400 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $126,280 | 1,400 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $117,390 | 1,400 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $136,752 | 1,400 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $138,516 | 1,400 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $118,118 | 1,400 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $126,434 | 1,400 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $124,754 | 1,400 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $126,840 | 1,400 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $122,696 | 1,400 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $134,638 | 1,400 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $165,158 | 1,400 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $150,808 | 1,400 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $139,622 | 1,400 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $143,584 | 1,400 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $124,768 | 1,400 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $106,442 | 1,400 | Shares | Sole | 2021-01-07 | |
| 2020-09-30 | $81,774 | 1,400 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $74,270 | 1,400 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $70,364 | 1,400 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||