Position in BMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,637,125
+$328,388 QoQ
Shares Held
9,265
-4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#248
of 653 holders
Holding Since
Jun 2021
19 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, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. BMO ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
9,265 | $1,637,125 |
All Filings in BMO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,637,125 | 9,265 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,308,737 | 9,670 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,281,416 | 9,873 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,191,265 | 9,146 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,057,069 | 9,555 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $859,780 | 9,002 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $870,538 | 8,970 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $750,554 | 8,321 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $330,117 | 3,937 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $371,184 | 3,800 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $273,964 | 2,769 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $233,620 | 2,769 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $250,700 | 2,776 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $217,339 | 2,439 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $209,842 | 2,182 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $257,056 | 2,179 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $234,721 | 2,179 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $207,737 | 2,083 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $210,350 | 2,051 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||