Position in BMO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,659,743
+$394,314 QoQ
Shares Held
9,393
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#246
of 654 holders
Holding Since
Dec 2020
23 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, 2026Berger Financial Group, Inc holds $9,874,857 across 7 Banks - Diversified names. BMO ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,783 | $4,184,259 | |
| 2 | BMO |
Bank Of Montreal /Can/
This page
|
9,393 | $1,659,743 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,397 | $1,189,768 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
9,877 | $1,135,855 | |
| 5 | BAC |
Bank Of America Corp /De/
|
14,340 | $817,093 | |
| 6 | C |
Citigroup Inc
|
3,447 | $482,442 | |
| 7 | TD |
Toronto Dominion Bank
|
3,341 | $405,697 |
All Filings in BMO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,743 | 9,393 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,265,429 | 9,350 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,213,536 | 9,350 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,217,837 | 9,350 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,054,414 | 9,531 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $917,946 | 9,611 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $953,710 | 9,827 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $899,474 | 9,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $844,956 | 10,077 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $993,600 | 10,172 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $824,269 | 8,331 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $719,760 | 8,531 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $785,787 | 8,701 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $782,385 | 8,780 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $810,598 | 8,947 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $810,407 | 9,247 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $858,221 | 8,924 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,049,343 | 8,895 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $962,693 | 8,937 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $832,346 | 8,346 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $860,580 | 8,391 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $780,156 | 8,754 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $726,922 | 9,561 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||