NWAM LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1655006 MERCER ISLAND, WA

Position in BMO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$648,489

+$152,062 QoQ

Shares Held

3,670

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#338

of 654 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NWAM LLC holds $17,862,986 across 8 Banks - Diversified names. BMO ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,880	$9,125,960
2	SAN	Banco Santander, S.A.	248,251	$3,425,863
3	BAC	Bank Of America Corp /De/	35,676	$2,032,818
4	C	Citigroup Inc	10,364	$1,450,545
5	BMO	Bank Of Montreal /Can/ This page	3,670	$648,489
6	WFC	Wells Fargo & Company/Mn	6,376	$526,912
7	BNS	Bank Of Nova Scotia	4,288	$372,369
8	RY	Royal Bank Of Canada	1,353	$280,030

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,489	3,670	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$496,427	3,668	+0.1%	Shares	Sole	2026-05-04
2025-12-31	$475,810	3,666	-3.0%	Shares	Sole	2026-02-04
2025-09-30	$492,214	3,779	+0.1%	Shares	Sole	2026-02-04
2025-06-30	$417,517	3,774	-2.8%	Shares	Sole	2026-02-04
2025-03-31	$370,865	3,883	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$376,165	3,876	-13.0%	Shares	Sole	2025-02-05
2024-09-30	$401,660	4,453	-13.3%	Shares	Sole	2024-11-12
2024-03-31	$501,977	5,139	+0.1%	Shares	Sole	2024-05-09
2023-12-31	$508,155	5,136	-16.2%	Shares	Sole	2024-02-14
2023-09-30	$517,356	6,132	-1.8%	Shares	Sole	2023-11-01
2023-06-30	$564,076	6,246	-0.2%	Shares	Sole	2023-08-10
2023-03-31	$557,828	6,260	-4.0%	Shares	Sole	2023-05-12
2022-12-31	$590,983	6,523	+0.4%	Shares	Sole	2023-02-08
2022-09-30	$569,134	6,494	-1.5%	Shares	Sole	2022-11-14
2022-06-30	$633,952	6,592	+2.5%	Shares	Sole	2022-08-10
2022-03-31	$759,018	6,434	+1.5%	Shares	Sole	2022-05-12
2021-12-31	$682,513	6,336	-1.5%	Shares	Sole	2022-02-10
2021-09-30	$641,662	6,434	+0.4%	Shares	Sole	2021-11-03
2021-06-30	$657,409	6,410	0.0%	Shares	Sole	2021-08-04
2021-03-31	$571,259	6,410	0.0%	Shares	Sole	2021-04-23
2020-12-31	$487,352	6,410	-4.1%	Shares	Sole	2021-01-22
2020-06-30	$354,639	6,685	-2.9%	Shares	Sole	2020-07-21
2020-03-31	$346,040	6,885	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.