Manchester Capital Management LLC
Position in BMO — Bank Of Montreal /Can/
CIK 1393389
MANCHESTER, VT
Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$230,593
+$42,877 QoQ
Shares Held
1,305
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#499
of 653 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Manchester Capital Management LLC holds $9,993,300 across 15 Banks - Diversified names. BMO ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,288 | $4,349,561 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
8,411 | $1,216,314 | |
| 3 | C |
Citigroup Inc
|
8,245 | $1,153,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,483 | $882,221 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,695 | $718,554 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,981 | $378,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
1,305 | $230,593 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,927 | $221,605 |
All Filings in BMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,593 | 1,305 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $187,716 | 1,387 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $180,018 | 1,387 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $92,998 | 714 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||