Position in BMO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$286,784
New position
Shares Held
1,623
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#460
of 654 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CWA Asset Management Group, LLC holds $56,875,951 across 6 Banks - Diversified names. BMO ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,413 | $32,540,857 | |
| 2 | C |
Citigroup Inc
|
78,722 | $11,017,931 | |
| 3 | BAC |
Bank Of America Corp /De/
|
186,197 | $10,609,505 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,455 | $1,222,677 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
14,499 | $1,198,197 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,623 | $286,784 |
All Filings in BMO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,784 | 1,623 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||