Position in BMO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$300,390
+$70,312 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#452
of 654 holders
Holding Since
Mar 2020
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, 2026SkyOak Wealth, LLC holds $12,499,126 across 6 Banks - Diversified names. BMO ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,977 | $8,830,381 | |
| 2 | BAC |
Bank Of America Corp /De/
|
33,987 | $1,936,579 | |
| 3 | TD |
Toronto Dominion Bank
|
7,398 | $898,339 | |
| 4 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
5,237 | $311,601 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
1,700 | $300,390 | |
| 6 | C |
Citigroup Inc
|
1,585 | $221,836 |
All Filings in BMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,390 | 1,700 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $230,078 | 1,700 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $220,643 | 1,700 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $221,425 | 1,700 | Shares | Sole | 2025-10-23 | |
| 2020-06-30 | $2,152,450 | 40,574 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,996,528 | 39,724 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||