DONALDSON CAPITAL MANAGEMENT, LLC
Position in BMO — Bank Of Montreal /Can/
CIK 1487438
EVANSVILLE, IN
Position in BMO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$363,648
New position
Shares Held
2,058
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#420
of 654 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $175,305,019 across 9 Banks - Diversified names. BMO ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
300,144 | $98,246,135 | |
| 2 | C |
Citigroup Inc
|
494,972 | $69,276,281 | |
| 3 | TD |
Toronto Dominion Bank
|
22,810 | $2,769,818 | |
| 4 | RY |
Royal Bank Of Canada
|
10,498 | $2,172,771 | |
| 5 | BNS |
Bank Of Nova Scotia
|
8,700 | $755,508 | |
| 6 | BAC |
Bank Of America Corp /De/
|
12,374 | $705,070 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,993 | $689,195 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
2,058 | $363,648 |
All Filings in BMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $363,648 | 2,058 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||