Position in BMO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$354,990
+$84,852 QoQ
Shares Held
2,009
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#426
of 654 holders
Holding Since
Mar 2025
6 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, 2026Plancorp, LLC holds $11,943,596 across 6 Banks - Diversified names. BMO ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
101,568 | $5,787,344 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
9,998 | $3,272,645 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,013 | $1,736,514 | |
| 4 | C |
Citigroup Inc
|
3,187 | $446,052 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
2,009 | $354,990 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,393 | $346,051 |
All Filings in BMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $354,990 | 2,009 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $270,138 | 1,996 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $258,931 | 1,995 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $259,718 | 1,994 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $220,485 | 1,993 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $210,981 | 2,209 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||