Position in BMO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$302,157
+$70,726 QoQ
Shares Held
1,710
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#447
of 654 holders
Holding Since
Sep 2025
4 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, 2026Affinity Capital Advisors, LLC holds $6,030,284 across 7 Banks - Diversified names. BMO ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
6,439 | $1,332,679 | |
| 2 | TD |
Toronto Dominion Bank
|
10,817 | $1,313,508 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
3,769 | $1,233,706 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,505 | $978,075 | |
| 5 | BAC |
Bank Of America Corp /De/
|
10,375 | $591,167 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,710 | $302,157 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
3,376 | $278,992 |
All Filings in BMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,157 | 1,710 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $231,431 | 1,710 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $210,130 | 1,619 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $210,874 | 1,619 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||