Arkos Global Advisors

Position in BMO — Bank Of Montreal /Can/

CIK 1769089 HOUSTON, TX

Position in BMO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$451,821

+$105,757 QoQ

Shares Held

2,557

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#384

of 654 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Financial Services · as of Jun 30, 2026

Arkos Global Advisors holds $2,447,957 across 4 Banks - Diversified names. BMO ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,498	$817,670
2	CM	Canadian Imperial Bank Of Commerce /Can/	7,044	$810,060
3	BMO	Bank Of Montreal /Can/ This page	2,557	$451,821
4	RY	Royal Bank Of Canada	1,780	$368,406

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,821	2,557	0.0%	Shares	Sole	2026-08-14
2026-03-31	$346,064	2,557	0.0%	Shares	Sole	2026-05-13
2025-12-31	$331,873	2,557	0.0%	Shares	Sole	2026-02-13
2025-09-30	$333,049	2,557	-4.3%	Shares	Sole	2025-11-14
2025-06-30	$295,603	2,672	0.0%	Shares	Sole	2025-08-14
2025-03-31	$255,202	2,672	0.0%	Shares	Sole	2025-05-15
2024-12-31	$259,317	2,672	0.0%	Shares	Sole	2025-02-14
2024-09-30	$241,014	2,672	0.0%	Shares	Sole	2024-11-15
2024-06-30	$224,047	2,672	0.0%	Shares	Sole	2024-08-15
2024-03-31	$261,000	2,672	0.0%	Shares	Sole	2024-05-15
2023-12-31	$264,367	2,672	0.0%	Shares	Sole	2024-02-15
2023-09-30	$225,436	2,672	-3.6%	Shares	Sole	2023-11-13
2023-06-30	$250,339	2,772	+3.7%	Shares	Sole	2023-08-15
2023-03-31	$238,101	2,672	0.0%	Shares	Sole	2023-05-10
2022-12-31	$242,083	2,672	0.0%	Shares	Sole	2023-02-14
2022-09-30	$234,174	2,672	0.0%	Shares	Sole	2022-11-14
2022-06-30	$256,966	2,672	+0.6%	Shares	Sole	2022-08-15
2022-03-31	$313,446	2,657	0.0%	Shares	Sole	2022-05-12
2021-12-31	$286,212	2,657	0.0%	Shares	Sole	2022-02-14
2021-09-30	$264,982	2,657	0.0%	Shares	Sole	2021-11-12
2021-06-30	$272,501	2,657	0.0%	Shares	Sole	2021-08-13
2021-03-31	$236,791	2,657	-11.4%	Shares	Sole	2021-04-30
2020-12-31	$228,090	3,000	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.