Position in BMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$667,749
+$156,300 QoQ
Shares Held
3,779
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#331
of 654 holders
Holding Since
Dec 2020
23 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, 2026KLCM Advisors, Inc. holds $76,543,232 across 6 Banks - Diversified names. BMO ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
244,934 | $34,280,962 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
231,179 | $19,104,632 | |
| 3 | BAC |
Bank Of America Corp /De/
|
301,505 | $17,179,754 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
15,506 | $5,075,578 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
3,779 | $667,749 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,622 | $234,557 |
All Filings in BMO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,749 | 3,779 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $511,449 | 3,779 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $490,476 | 3,779 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $542,100 | 4,162 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $462,765 | 4,183 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $471,341 | 4,935 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $440,412 | 4,538 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $374,420 | 4,151 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $330,620 | 3,943 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $357,801 | 3,663 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $362,417 | 3,663 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $305,250 | 3,618 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $326,741 | 3,618 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $317,320 | 3,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $293,181 | 3,236 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $283,603 | 3,236 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $301,589 | 3,136 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $384,700 | 3,261 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $351,274 | 3,261 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $325,319 | 3,262 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $334,550 | 3,262 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $292,848 | 3,286 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $244,892 | 3,221 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||