Position in BMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$70,680
+$16,544 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#559
of 653 holders
Holding Since
Dec 2024
7 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, 2026VISION FINANCIAL MARKETS LLC holds $6,088,804 across 7 Banks - Diversified names. BMO ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,432 | $5,378,686 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,000 | $289,220 | |
| 3 | C |
Citigroup Inc
|
1,750 | $244,930 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
890 | $73,549 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
400 | $70,680 | |
| 6 | BCS |
Barclays PLC
|
715 | $19,204 | |
| 7 | BAC |
Bank Of America Corp /De/
|
220 | $12,535 |
All Filings in BMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,680 | 400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,136 | 400 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $51,916 | 400 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $52,100 | 400 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $44,252 | 400 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $19,102 | 200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $38,820 | 400 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||