Position in BMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,236,437
+$757,550 QoQ
Shares Held
18,316
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#213
of 654 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, 2026NorthRock Partners, LLC holds $35,232,602 across 8 Banks - Diversified names. BMO ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
62,473 | $20,449,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
62,278 | $5,146,653 | |
| 3 | BAC |
Bank Of America Corp /De/
|
78,359 | $4,464,895 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
18,316 | $3,236,437 | |
| 5 | C |
Citigroup Inc
|
7,616 | $1,065,935 | |
| 6 | TD |
Toronto Dominion Bank
|
2,671 | $324,339 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,920 | $277,651 | |
| 8 | RY |
Royal Bank Of Canada
|
1,292 | $267,405 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,236,437 | 18,316 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,478,887 | 18,316 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,230,570 | 17,186 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,289,664 | 17,579 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,966,558 | 17,776 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $1,733,793 | 18,153 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,741,174 | 17,941 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $1,619,631 | 17,956 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $1,505,610 | 17,956 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,869,692 | 19,141 | Shares | Sole | 2025-04-22 | |
| 2023-12-31 | $1,891,435 | 19,117 | Shares | Sole | 2025-04-22 | |
| 2023-09-30 | $1,407,713 | 16,685 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,520,007 | 16,831 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,504,176 | 16,880 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,527,878 | 16,864 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,545,356 | 17,633 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,714,037 | 17,823 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,071,907 | 17,563 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,776,841 | 16,495 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,733,706 | 17,384 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,780,749 | 17,363 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,548,994 | 17,381 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,322,313 | 17,392 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,071,648 | 18,347 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $712,885 | 13,438 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,059,380 | 21,078 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||