Position in BMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$31,717,335
+$19,155,610 QoQ
Shares Held
234,353
+142.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Capital Wealth Planning, LLC holds $985,185,187 across 7 Banks - Diversified names. BMO ranks #2 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,873,074 | $845,143,447 | |
| 2 | BMO |
Bank Of Montreal /Can/
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|
234,353 | $31,717,335 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,698,895 | $28,830,248 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,305,755 | $25,788,661 | |
| 5 | BCS |
Barclays PLC
|
906,223 | $19,175,678 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
838,001 | $18,151,101 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,452,014 | $16,378,717 |
All Filings in BMO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||