Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,897,307
+$1,364,067 QoQ
Shares Held
39,034
-4.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#170
of 654 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $109,724,154 across 6 Banks - Diversified names. BMO ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
111,619 | $36,536,247 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
169,750 | $24,547,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
286,035 | $23,637,932 | |
| 4 | BAC |
Bank Of America Corp /De/
|
265,286 | $15,115,996 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
39,034 | $6,897,307 | |
| 6 | C |
Citigroup Inc
|
21,357 | $2,989,125 |
All Filings in BMO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,897,307 | 39,034 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,533,240 | 40,884 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,562,831 | 50,565 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,644,703 | 51,015 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,737,050 | 51,858 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,991,161 | 52,258 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,163,836 | 53,208 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,811,538 | 53,343 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,513,310 | 53,826 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $5,509,249 | 56,401 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,604,060 | 56,641 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,808,499 | 56,993 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,143,876 | 56,958 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,063,943 | 56,828 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,123,701 | 56,553 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,886,631 | 55,758 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,343,012 | 55,558 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||