Position in BMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$61,845
+$14,476 QoQ
Shares Held
350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#567
of 653 holders
Holding Since
Mar 2020
26 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, 2026Winch Advisory Services, LLC holds $13,066,794 across 11 Banks - Diversified names. BMO ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,603 | $7,725,969 | |
| 2 | C |
Citigroup Inc
|
34,938 | $4,889,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,826 | $233,540 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,829 | $104,216 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
350 | $61,845 | |
| 6 | UBS |
UBS Group AG
|
303 | $15,016 | |
| 7 | ING |
Ing Groep NV
|
341 | $10,700 | |
| 8 | SAN |
Banco Santander, S.A.
|
541 | $7,465 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,845 | 350 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $47,369 | 350 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $45,426 | 350 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $45,587 | 350 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $38,720 | 350 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,428 | 350 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $33,967 | 350 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $31,570 | 350 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $29,347 | 350 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $62,710 | 642 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $34,629 | 350 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $29,529 | 350 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $31,608 | 350 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $31,188 | 350 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $31,710 | 350 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $30,674 | 350 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $33,659 | 350 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $41,289 | 350 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $37,702 | 350 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $34,905 | 350 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $35,896 | 350 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $31,192 | 350 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $26,610 | 350 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $25,466 | 436 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $18,567 | 350 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $17,591 | 350 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||