Position in BMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$948,172
+$217,201 QoQ
Shares Held
5,366
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#288
of 653 holders
Holding Since
Mar 2026
2 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, 2026NICOLET BANKSHARES INC holds $55,045,351 across 7 Banks - Diversified names. BMO ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,433 | $37,784,682 | |
| 2 | C |
Citigroup Inc
|
45,939 | $6,429,621 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
52,592 | $4,346,202 | |
| 4 | BAC |
Bank Of America Corp /De/
|
59,725 | $3,403,130 | |
| 5 | BCS |
Barclays PLC
|
58,462 | $1,570,289 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
5,366 | $948,172 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,895 | $563,255 |
All Filings in BMO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,172 | 5,366 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $730,971 | 5,401 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||