Princeton Global Asset Management LLC
Position in BMO — Bank Of Montreal /Can/
CIK 1767349
PRINCETON, NJ
Position in BMO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$17,670
+$4,136 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 654 holders
Holding Since
Mar 2020
26 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, 2026Princeton Global Asset Management LLC holds $31,072,248 across 10 Banks - Diversified names. BMO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
64,373 | $21,071,214 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,375 | $7,542,727 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
24,726 | $2,043,356 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
974 | $140,850 | |
| 5 | C |
Citigroup Inc
|
974 | $136,321 | |
| 6 | BNS |
Bank Of Nova Scotia
|
650 | $56,446 | |
| 7 | SAN |
Banco Santander, S.A.
|
3,000 | $41,400 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
100 | $17,670 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,670 | 100 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,534 | 100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $12,979 | 100 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $13,025 | 100 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $38,720 | 350 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $23,877 | 250 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $58,230 | 600 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $54,120 | 600 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $50,310 | 600 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $58,608 | 600 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $59,364 | 600 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $50,622 | 600 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $54,186 | 600 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $53,466 | 600 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $54,360 | 600 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $52,584 | 600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,702 | 600 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $70,782 | 600 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $64,632 | 600 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $59,838 | 600 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $61,536 | 600 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $53,472 | 600 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $45,618 | 600 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $35,046 | 600 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $31,830 | 600 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $30,156 | 600 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||