Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$745,143
+$684,240 QoQ
Shares Held
4,217
+837.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#319
of 654 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $27,806,115 across 15 Banks - Diversified names. BMO ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,108 | $14,110,541 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
58,329 | $8,434,956 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,562 | $2,539,142 | |
| 4 | TD |
Toronto Dominion Bank
|
7,045 | $855,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
4,217 | $745,143 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,899 | $487,493 | |
| 7 | C |
Citigroup Inc
|
2,382 | $333,384 | |
| 8 | ING |
Ing Groep NV
|
3,268 | $102,549 |
All Filings in BMO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,143 | 4,217 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $60,903 | 450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $960,056 | 7,397 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,278,534 | 9,816 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,449,253 | 13,100 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,228,067 | 12,858 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,247,868 | 12,858 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,200,922 | 13,314 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,133,735 | 13,521 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,281,756 | 13,122 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,362,502 | 13,771 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,162,449 | 13,778 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,262,714 | 13,982 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,245,936 | 13,982 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $396,646 | 4,378 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $226,111 | 2,580 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||