Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Position in BMO — Bank Of Montreal /Can/
CIK 1748861
CONCORD, MA
Position in BMO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$542,469
+$126,976 QoQ
Shares Held
3,070
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#355
of 654 holders
Holding Since
Dec 2020
23 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, 2026Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors holds $8,899,002 across 6 Banks - Diversified names. BMO ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,860 | $5,518,783 | |
| 2 | BAC |
Bank Of America Corp /De/
|
14,080 | $802,278 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,516 | $786,402 | |
| 4 | C |
Citigroup Inc
|
4,714 | $659,771 | |
| 5 | TD |
Toronto Dominion Bank
|
4,853 | $589,299 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
3,070 | $542,469 |
All Filings in BMO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,469 | 3,070 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $415,493 | 3,070 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $397,416 | 3,062 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $398,825 | 3,062 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $342,289 | 3,094 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $295,507 | 3,094 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $300,272 | 3,094 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $279,078 | 3,094 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $254,484 | 3,035 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $296,458 | 3,035 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $300,282 | 3,035 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $256,062 | 3,035 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $274,090 | 3,035 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $270,448 | 3,035 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $301,335 | 3,326 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $291,315 | 3,324 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $319,380 | 3,321 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $419,973 | 3,560 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $370,772 | 3,442 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $330,704 | 3,316 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $311,269 | 3,035 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $270,479 | 3,035 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $230,751 | 3,035 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||