Position in BMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,158,037
+$505,130 QoQ
Shares Held
12,213
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#235
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, 2026Texas Yale Capital Corp. holds $190,527,396 across 8 Banks - Diversified names. BMO ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
2,610,107 | $148,723,896 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
114,186 | $37,376,503 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
12,213 | $2,158,037 | |
| 4 | BNS |
Bank Of Nova Scotia
|
8,975 | $779,389 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,170 | $594,550 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
4,200 | $399,378 | |
| 7 | C |
Citigroup Inc
|
2,015 | $282,019 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,585 | $213,624 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,158,037 | 12,213 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,652,907 | 12,213 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,611,083 | 12,413 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,616,793 | 12,413 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,381,547 | 12,488 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,192,728 | 12,488 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,108,116 | 11,418 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,067,787 | 11,838 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,001,001 | 11,938 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,205,175 | 12,338 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,125,541 | 11,376 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $898,371 | 10,648 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,067,735 | 11,823 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,091,419 | 12,248 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,130,053 | 12,473 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,055,886 | 12,048 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,120,188 | 11,648 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,374,114 | 11,648 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,254,722 | 11,648 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,161,655 | 11,648 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,194,618 | 11,648 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,038,069 | 11,648 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $885,597 | 11,648 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $680,359 | 11,648 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $598,032 | 11,273 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $566,631 | 11,274 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||