Position in BMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$201,084
+$93,625 QoQ
Shares Held
1,138
+43.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#524
of 653 holders
Holding Since
Mar 2020
24 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, 2026Johnson Financial Group, Inc. holds $15,711,626 across 10 Banks - Diversified names. BMO ranks #6 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,083 | $11,156,388 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
34,755 | $2,872,153 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,621 | $719,143 | |
| 4 | C |
Citigroup Inc
|
3,471 | $485,800 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,415 | $235,939 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,138 | $201,084 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
200 | $23,000 | |
| 8 | BCS |
Barclays PLC
|
255 | $6,849 |
All Filings in BMO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,084 | 1,138 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $107,459 | 794 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $130,567 | 1,006 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $131,031 | 1,006 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $113,948 | 1,030 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,494 | 68 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $7,569 | 78 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $66,476 | 737 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,689 | 44 | Shares | Defined | 2024-08-14 | |
| 2023-09-30 | $39,822 | 472 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $224,690 | 2,488 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $521,381 | 5,851 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $541,063 | 5,972 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $523,386 | 5,972 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $902,554 | 9,385 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,155,987 | 9,799 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $998,779 | 9,272 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $924,696 | 9,272 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $957,089 | 9,332 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $831,667 | 9,332 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $749,198 | 9,854 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $691,223 | 11,834 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $753,097 | 14,196 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $862,160 | 17,154 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||