Position in BMO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,533,524
+$192,820 QoQ
Shares Held
14,338
-17.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#223
of 654 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026First Bank & Trust holds $9,865,932 across 6 Banks - Diversified names. BMO ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,538 | $3,122,073 | |
| 2 | BMO |
Bank Of Montreal /Can/
This page
|
14,338 | $2,533,524 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,535 | $1,697,012 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
13,933 | $1,602,295 | |
| 5 | BAC |
Bank Of America Corp /De/
|
11,900 | $678,062 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,611 | $232,966 |
All Filings in BMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,533,524 | 14,338 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,340,704 | 17,295 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $2,223,950 | 17,135 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $2,192,889 | 16,836 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $1,792,869 | 16,206 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,453,089 | 15,214 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,125,585 | 11,598 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||