Lorne Steinberg Wealth Management Inc.
Position in BMO — Bank Of Montreal /Can/
CIK 1851362
MONTREAL, QUEBEC, Z4
Position in BMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,021,809
+$4,396,726 QoQ
Shares Held
101,991
+1.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
3.77%
of 13F equity value
Holder Rank
#123
of 654 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Lorne Steinberg Wealth Management Inc. holds $105,558,601 across 8 Banks - Diversified names. BMO ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
132,522 | $27,428,078 | |
| 2 | TD |
Toronto Dominion Bank
|
162,268 | $19,704,203 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
101,991 | $18,021,809 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
146,592 | $16,858,080 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
39,408 | $12,899,420 | |
| 6 | BNS |
Bank Of Nova Scotia
|
116,512 | $10,117,902 | |
| 7 | ING |
Ing Groep NV
|
10,250 | $321,645 | |
| 8 | BAC |
Bank Of America Corp /De/
|
3,641 | $207,464 |
All Filings in BMO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,021,809 | 101,991 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,625,083 | 100,673 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,801,187 | 98,630 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,683,354 | 97,377 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,179,508 | 92,014 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,080,251 | 74,131 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,690,627 | 68,940 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,245,538 | 69,241 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,827,071 | 69,494 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $6,790,127 | 69,514 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,848,231 | 69,216 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,572,975 | 66,054 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $5,255,951 | 58,199 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,114,112 | 57,391 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $3,914,282 | 43,204 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,712,693 | 42,363 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,680,763 | 17,477 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,039,937 | 17,292 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,859,462 | 17,262 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,762,927 | 17,677 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,042,687 | 19,917 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,761,189 | 19,762 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $2,022,245 | 26,598 | Shares | Sole | 2021-03-17 | |
| No filing history on record for this holder in this stock. | ||||||