Position in BMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$888,977
+$146,502 QoQ
Shares Held
5,031
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#293
of 654 holders
Holding Since
Sep 2021
20 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, 2026Tradition Wealth Management, LLC holds $9,810,931 across 5 Banks - Diversified names. BMO ranks #3 (9.1% of the industry book) .
All Filings in BMO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $888,977 | 5,031 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $742,475 | 5,486 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $710,470 | 5,474 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $713,639 | 5,479 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $561,889 | 5,079 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $464,560 | 4,864 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $472,051 | 4,864 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $446,399 | 4,949 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $414,973 | 4,949 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $289,523 | 2,964 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $292,169 | 2,953 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $368,950 | 4,373 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $410,910 | 4,550 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $491,174 | 5,512 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $567,427 | 6,263 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $562,035 | 6,413 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $610,006 | 6,343 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $722,802 | 6,127 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $562,621 | 5,223 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $367,604 | 3,686 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||