Position in BMO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$536,284
+$225,679 QoQ
Shares Held
3,035
+32.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#358
of 653 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, 2026Magnus Financial Group LLC holds $22,916,273 across 9 Banks - Diversified names. BMO ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
54,658 | $17,891,203 | |
| 2 | BAC |
Bank Of America Corp /De/
|
24,597 | $1,401,537 | |
| 3 | RY |
Royal Bank Of Canada
|
3,402 | $704,111 | |
| 4 | C |
Citigroup Inc
|
4,853 | $679,225 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,872 | $567,902 | |
| 6 | BNS |
Bank Of Nova Scotia
|
6,413 | $556,904 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
3,035 | $536,284 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,172 | $314,092 |
All Filings in BMO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,284 | 3,035 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $310,605 | 2,295 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $303,968 | 2,342 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $372,124 | 2,857 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $316,069 | 2,857 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $279,557 | 2,927 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $277,271 | 2,857 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $257,701 | 2,857 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $239,559 | 2,857 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $279,071 | 2,857 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $282,671 | 2,857 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $241,045 | 2,857 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $258,015 | 2,857 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $255,300 | 2,865 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $259,569 | 2,865 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $251,439 | 2,869 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $416,319 | 4,329 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $510,220 | 4,325 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $476,661 | 4,425 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $450,280 | 4,515 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $283,578 | 2,765 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $246,416 | 2,765 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $210,222 | 2,765 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||