North Star Investment Management Corp.
Position in BMO — Bank Of Montreal /Can/
CIK 1342857
CHICAGO, IL
Position in BMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$428,497
+$100,298 QoQ
Shares Held
2,425
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#390
of 653 holders
Holding Since
Mar 2020
26 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, 2026North Star Investment Management Corp. holds $100,912,096 across 17 Banks - Diversified names. BMO ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
262,927 | $86,063,894 | |
| 2 | BAC |
Bank Of America Corp /De/
|
190,935 | $10,879,476 | |
| 3 | C |
Citigroup Inc
|
11,040 | $1,545,158 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,632 | $1,374,468 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,982 | $431,227 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
2,425 | $428,497 | |
| 7 | BNS |
Bank Of Nova Scotia
|
714 | $62,003 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
416 | $47,840 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,497 | 2,425 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $328,199 | 2,425 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $313,702 | 2,417 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $311,167 | 2,389 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $264,295 | 2,389 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $228,173 | 2,389 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $231,852 | 2,389 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $215,668 | 2,391 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $211,050 | 2,517 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $245,762 | 2,516 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $248,735 | 2,514 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $215,480 | 2,554 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $230,471 | 2,552 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $227,319 | 2,551 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $230,939 | 2,549 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $228,214 | 2,604 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $250,330 | 2,603 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $306,839 | 2,601 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $279,964 | 2,599 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $259,397 | 2,601 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $261,425 | 2,549 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $216,918 | 2,434 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $296,745 | 3,903 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $227,857 | 3,901 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $206,895 | 3,900 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $195,963 | 3,899 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||