Position in BMO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$226,706
-$91,749 QoQ
Shares Held
1,283
-45.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#504
of 654 holders
Holding Since
Dec 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, 2026Keudell/Morrison Wealth Management holds $6,019,041 across 7 Banks - Diversified names. BMO ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,490 | $3,106,361 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,030 | $994,159 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,076 | $583,740 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,966 | $453,902 | |
| 5 | C |
Citigroup Inc
|
3,119 | $436,535 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,283 | $226,706 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,505 | $217,638 |
All Filings in BMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,706 | 1,283 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $318,455 | 2,353 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $347,837 | 2,680 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $375,146 | 3,391 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $323,874 | 3,391 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $335,890 | 3,461 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||