Position in BMO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$384,322
+$102,029 QoQ
Shares Held
2,175
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#411
of 654 holders
Holding Since
Sep 2023
9 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, 2026STUDIO INVESTMENT MANAGEMENT LLC holds $12,164,214 across 6 Banks - Diversified names. BMO ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,738 | $6,788,169 | |
| 2 | BAC |
Bank Of America Corp /De/
|
52,576 | $2,995,780 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,429 | $779,212 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,546 | $657,397 | |
| 5 | UBS |
UBS Group AG
|
11,286 | $559,334 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
2,175 | $384,322 |
All Filings in BMO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,322 | 2,175 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $282,293 | 2,175 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $132,281 | 1,385 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $144,410 | 1,488 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $150,453 | 1,668 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $139,861 | 1,668 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $162,930 | 1,668 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,683,760 | 17,018 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $10,968 | 130 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||