Position in BMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,058,677
+$709,175 QoQ
Shares Held
17,310
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#215
of 654 holders
Holding Since
Mar 2020
26 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $30,912,040 across 7 Banks - Diversified names. BMO ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,193 | $16,102,344 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,061 | $8,517,015 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
17,310 | $3,058,677 | |
| 4 | BAC |
Bank Of America Corp /De/
|
23,899 | $1,361,765 | |
| 5 | RY |
Royal Bank Of Canada
|
5,282 | $1,093,215 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,889 | $569,306 | |
| 7 | BNS |
Bank Of Nova Scotia
|
2,415 | $209,718 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,058,677 | 17,310 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,349,502 | 17,360 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,307,666 | 17,780 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,305,425 | 17,700 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,974,192 | 17,845 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,715,837 | 17,965 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,767,765 | 18,215 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,267,310 | 14,050 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,188,154 | 14,170 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,423,197 | 14,570 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,441,555 | 14,570 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,229,270 | 14,570 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,348,960 | 14,937 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,335,491 | 14,987 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,320,223 | 14,572 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $1,328,797 | 15,162 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,426,393 | 14,832 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,755,629 | 14,882 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,597,703 | 14,832 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,487,173 | 14,912 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,539,630 | 15,012 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,349,009 | 15,137 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,131,098 | 14,877 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $901,091 | 15,427 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $846,518 | 15,957 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $784,659 | 15,612 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||