Position in BMO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$70,680
+$16,544 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#560
of 653 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crewe Advisors LLC holds $6,488,910 across 16 Banks - Diversified names. BMO ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,043 | $4,269,365 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,888 | $1,190,198 | |
| 3 | C |
Citigroup Inc
|
3,510 | $491,259 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,918 | $323,783 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
400 | $70,680 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
431 | $62,326 | |
| 7 | BCS |
Barclays PLC
|
722 | $19,392 | |
| 8 | RY |
Royal Bank Of Canada
|
68 | $14,073 |
All Filings in BMO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,680 | 400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,136 | 400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $51,916 | 400 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $52,100 | 400 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $46,464 | 420 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $38,204 | 400 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $38,820 | 400 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $36,080 | 400 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,540 | 400 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $69,841 | 715 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $43,450 | 515 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $28,447 | 315 | Shares | Sole | 2023-07-28 | |
| 2022-03-31 | $72,551 | 615 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $66,247 | 615 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||