Position in BMO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$207,975
-$9,682 QoQ
Shares Held
1,177
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#517
of 654 holders
Holding Since
Mar 2024
6 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, 2026SlateStone Wealth, LLC holds $4,945,015 across 6 Banks - Diversified names. BMO ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
18,732 | $2,621,730 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,516 | $770,141 | |
| 3 | TD |
Toronto Dominion Bank
|
5,544 | $673,207 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,422 | $350,245 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,893 | $321,717 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,177 | $207,975 |
All Filings in BMO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,975 | 1,177 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $217,657 | 1,677 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $218,429 | 1,677 | Shares | Sole | 2025-11-05 | |
| 2024-09-30 | $385,785 | 4,277 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $358,626 | 4,277 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $351,648 | 3,600 | Shares | Sole | 2024-04-26 | |
| No filing history on record for this holder in this stock. | ||||||