Position in BMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,182,476
+$276,781 QoQ
Shares Held
6,692
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#272
of 654 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 7%
Shared 93%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TI-TRUST, INC holds $6,979,453 across 6 Banks - Diversified names. BMO ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,895 | $2,584,270 | |
| 2 | RY |
Royal Bank Of Canada
|
6,000 | $1,241,820 | |
| 3 | TD |
Toronto Dominion Bank
|
10,130 | $1,230,085 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
6,692 | $1,182,476 | |
| 5 | BAC |
Bank Of America Corp /De/
|
9,410 | $536,181 | |
| 6 | C |
Citigroup Inc
|
1,462 | $204,621 |
All Filings in BMO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,182,476 | 6,692 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $905,695 | 6,692 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $868,554 | 6,692 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $871,633 | 6,692 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $740,335 | 6,692 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $639,152 | 6,692 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $649,458 | 6,692 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $603,618 | 6,692 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $561,124 | 6,692 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $653,674 | 6,692 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $662,106 | 6,692 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $564,604 | 6,692 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $604,354 | 6,692 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $596,324 | 6,692 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $606,295 | 6,692 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $586,486 | 6,692 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $630,105 | 6,552 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $731,414 | 6,200 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $667,864 | 6,200 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||