Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,553,613
+$13,836,278 QoQ
Shares Held
257,802
+10.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#87
of 654 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Capital Wealth Planning, LLC holds $1,142,084,837 across 7 Banks - Diversified names. BMO ranks #2 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,882,314 | $943,467,840 | |
| 2 | BMO |
Bank Of Montreal /Can/
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|
257,802 | $45,553,613 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,059,506 | $40,963,573 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,659,962 | $39,141,903 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,015,769 | $25,455,170 | |
| 6 | SAN |
Banco Santander, S.A.
|
1,757,251 | $24,250,063 | |
| 7 | BCS |
Barclays PLC
|
865,699 | $23,252,675 |
All Filings in BMO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,553,613 | 257,802 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $31,717,335 | 234,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,561,725 | 96,785 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,188,851 | 16,805 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||