Position in BMO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$34,103
+$7,983 QoQ
Shares Held
193
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#585
of 654 holders
Holding Since
Jun 2025
5 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, 2026Trust Co holds $2,976,607 across 16 Banks - Diversified names. BMO ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,156 | $2,342,373 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,799 | $231,309 | |
| 3 | TD |
Toronto Dominion Bank
|
1,000 | $121,430 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,788 | $101,880 | |
| 5 | C |
Citigroup Inc
|
534 | $74,738 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
403 | $58,277 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
193 | $34,103 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
68 | $6,466 |
All Filings in BMO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,103 | 193 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $26,120 | 193 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $25,049 | 193 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $24,487 | 188 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $20,798 | 188 | Shares | Sole | 2025-07-07 | |
| No filing history on record for this holder in this stock. | ||||||