Position in BMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$115,031
+$30,539 QoQ
Shares Held
651
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#544
of 654 holders
Holding Since
Mar 2020
23 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, 2026TRUST CO OF VERMONT holds $85,189,318 across 9 Banks - Diversified names. BMO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
215,608 | $70,574,965 | |
| 2 | TD |
Toronto Dominion Bank
|
51,986 | $6,312,659 | |
| 3 | BAC |
Bank Of America Corp /De/
|
89,994 | $5,127,857 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
12,207 | $1,765,254 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,126 | $836,812 | |
| 6 | C |
Citigroup Inc
|
2,255 | $315,609 | |
| 7 | RY |
Royal Bank Of Canada
|
577 | $119,421 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
651 | $115,031 |
All Filings in BMO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,031 | 651 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $84,492 | 651 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $117,355 | 901 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $99,677 | 901 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $86,054 | 901 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $87,442 | 901 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $326,343 | 3,618 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $303,369 | 3,618 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $353,405 | 3,618 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $355,986 | 3,598 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $347,435 | 4,118 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $371,896 | 4,118 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $381,123 | 4,277 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $110,532 | 1,220 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $109,987 | 1,255 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $120,692 | 1,255 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $135,188 | 1,255 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $131,276 | 1,280 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $114,073 | 1,280 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $97,317 | 1,280 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $74,764 | 1,280 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $67,903 | 1,280 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $64,332 | 1,280 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||