Position in BMO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$58,841
+$14,044 QoQ
Shares Held
333
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#570
of 653 holders
Holding Since
Mar 2021
22 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 Analysts, LLC holds $48,144,186 across 14 Banks - Diversified names. BMO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
178,188 | $24,939,192 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
48,924 | $16,014,292 | |
| 3 | BAC |
Bank Of America Corp /De/
|
98,505 | $5,612,814 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,388 | $634,548 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,943 | $408,489 | |
| 6 | TD |
Toronto Dominion Bank
|
1,622 | $196,959 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
604 | $69,460 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
333 | $58,841 |
All Filings in BMO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,841 | 333 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $44,797 | 331 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,787 | 60 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $50,276 | 386 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,371 | 383 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $44,603 | 467 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $39,305 | 405 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,260 | 402 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $38,822 | 463 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,932 | 460 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $45,215 | 457 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $38,219 | 453 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $40,639 | 450 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $39,832 | 447 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $40,226 | 444 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $38,736 | 442 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $42,218 | 439 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $51,552 | 437 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $46,858 | 435 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $43,183 | 433 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $44,203 | 431 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $38,232 | 429 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||