Ipswich Investment Management Co., Inc.
Position in BMO — Bank Of Montreal /Can/
CIK 1463753
BEVERLY, MA
Position in BMO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$849,927
+$198,942 QoQ
Shares Held
4,810
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#301
of 654 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, 2026Ipswich Investment Management Co., Inc. holds $17,922,904 across 4 Banks - Diversified names. BMO ranks #3 (4.7% of the industry book) .
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,927 | 4,810 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $650,985 | 4,810 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $711,898 | 5,485 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $714,421 | 5,485 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $620,634 | 5,610 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $535,811 | 5,610 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $544,450 | 5,610 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $725,117 | 8,039 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $674,070 | 8,039 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $785,249 | 8,039 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $805,272 | 8,139 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $694,280 | 8,229 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $749,934 | 8,304 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $739,969 | 8,304 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $752,342 | 8,304 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $727,762 | 8,304 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $818,406 | 8,510 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $943,995 | 8,002 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $948,151 | 8,802 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $877,823 | 8,802 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $902,733 | 8,802 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $784,434 | 8,802 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $669,216 | 8,802 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $514,124 | 8,802 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $466,946 | 8,802 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $442,388 | 8,802 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||