Crescent Grove Advisors, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1713520 LAKE FOREST, IL

Position in BMO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$678,351

+$158,781 QoQ

Shares Held

3,839

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#328

of 654 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Crescent Grove Advisors, LLC holds $2,368,899 across 4 Banks - Diversified names. BMO ranks #2 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,763	$1,231,742
2	BMO	Bank Of Montreal /Can/ This page	3,839	$678,351
3	BNS	Bank Of Nova Scotia	2,900	$251,836
4	RY	Royal Bank Of Canada	1,000	$206,970

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$678,351	3,839	0.0%	Shares	Sole	2026-08-10
2026-03-31	$519,570	3,839	0.0%	Shares	Sole	2026-05-06
2025-12-31	$498,263	3,839	0.0%	Shares	Sole	2026-02-11
2025-09-30	$500,029	3,839	0.0%	Shares	Sole	2025-11-13
2025-06-30	$424,708	3,839	-20.5%	Shares	Sole	2025-08-13
2025-03-31	$461,217	4,829	-2.4%	Shares	Sole	2025-04-24
2024-12-31	$480,300	4,949	-23.3%	Shares	Sole	2025-01-21
2024-09-30	$582,241	6,455	-13.3%	Shares	Sole	2024-10-30
2024-06-30	$624,263	7,445	0.0%	Shares	Sole	2024-07-22
2024-03-31	$727,227	7,445	-5.1%	Shares	Sole	2024-04-29
2023-12-31	$776,580	7,849	-9.3%	Shares	Sole	2024-01-30
2023-09-30	$730,137	8,654	+0.6%	Shares	Sole	2023-10-25
2023-06-30	$776,846	8,602	-3.0%	Shares	Sole	2023-07-13
2023-03-31	$790,316	8,869	-1.0%	Shares	Sole	2023-05-03
2022-12-31	$812,047	8,963	-0.5%	Shares	Sole	2023-01-12
2022-09-30	$789,724	9,011	-8.5%	Shares	Sole	2022-11-08
2022-06-30	$947,563	9,853	-21.8%	Shares	Sole	2022-07-20
2022-03-31	$1,486,893	12,604	+15.1%	Shares	Sole	2022-05-04
2021-12-31	$1,179,641	10,951	+19.5%	Shares	Sole	2022-01-24
2021-09-30	$913,925	9,164	-1.6%	Shares	Sole	2021-10-26
2021-06-30	$954,833	9,310	-11.2%	Shares	Sole	2021-07-26
2021-03-31	$934,244	10,483	+9.3%	Shares	Sole	2021-05-07
2020-12-31	$729,203	9,591	+9.1%	Shares	Sole	2021-02-01
2020-09-30	$513,540	8,792	0.0%	Shares	Sole	2020-11-06
2020-06-30	$466,415	8,792	0.0%	Shares	Sole	2020-08-03
2020-03-31	$441,885	8,792	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.