Chicago Partners Investment Group LLC
Position in BMO — Bank Of Montreal /Can/
CIK 1563525
CHICAGO, IL
Position in BMO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$537,698
New position
Shares Held
3,043
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#356
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, 2026Chicago Partners Investment Group LLC holds $47,999,531 across 8 Banks - Diversified names. BMO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
96,420 | $31,561,158 | |
| 2 | C |
Citigroup Inc
|
33,434 | $4,679,422 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,730 | $4,522,887 | |
| 4 | BAC |
Bank Of America Corp /De/
|
66,944 | $3,814,469 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,256 | $1,916,950 | |
| 6 | TD |
Toronto Dominion Bank
|
5,942 | $721,537 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
3,043 | $537,698 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,134 | $245,410 |
All Filings in BMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,698 | 3,043 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||