CVA Family Office, LLC

Family Office

Position in BMO — Bank Of Montreal /Can/

CIK 1802084 DENVER, CO

Position in BMO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$443,870

+$103,896 QoQ

Shares Held

2,512

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#385

of 653 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. BMO ranks #6 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	13,920	$4,556,433
2	C	Citigroup Inc	8,102	$1,133,955
3	BAC	Bank Of America Corp /De/	13,418	$764,557
4	WFC	Wells Fargo & Company/Mn	7,425	$613,602
5	RY	Royal Bank Of Canada	2,423	$501,488
6	BMO	Bank Of Montreal /Can/ This page	2,512	$443,870
7	TD	Toronto Dominion Bank	3,617	$439,212
8	BNY	Bank of New York Mellon Corp	2,130	$308,019

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$443,870	2,512	0.0%	Shares	Sole	2026-08-07
2026-03-31	$339,974	2,512	0.0%	Shares	Sole	2026-04-29
2025-12-31	$326,032	2,512	0.0%	Shares	Sole	2026-01-12
2025-09-30	$327,188	2,512	0.0%	Shares	Sole	2025-10-30
2025-06-30	$277,902	2,512	-0.5%	Shares	Sole	2025-07-31
2025-03-31	$241,162	2,525	0.0%	Shares	Sole	2025-04-16
2024-12-31	$245,051	2,525	0.0%	Shares	Sole	2025-01-07
2024-09-30	$227,755	2,525	+0.5%	Shares	Sole	2024-10-10
2024-06-30	$210,715	2,513	0.0%	Shares	Sole	2024-07-10
2024-03-31	$245,469	2,513	0.0%	Shares	Sole	2024-04-10
2023-12-31	$248,636	2,513	-0.4%	Shares	Sole	2024-01-16
2023-09-30	$212,865	2,523	+0.9%	Shares	Sole	2023-10-11
2023-06-30	$225,775	2,500	0.0%	Shares	Sole	2023-07-10
2023-03-31	$222,775	2,500	0.0%	Shares	Sole	2023-04-27
2022-12-31	$226,500	2,500	—	Shares	Sole	2023-02-22
No filing history on record for this holder in this stock.