Position in BMO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$44,881
+$10,505 QoQ
Shares Held
254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#582
of 654 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,552,955 across 7 Banks - Diversified names. BMO ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,618 | $2,820,929 | |
| 2 | BNS |
Bank Of Nova Scotia
|
4,692 | $407,453 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
934 | $135,065 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,170 | $96,688 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
254 | $44,881 | |
| 6 | C |
Citigroup Inc
|
255 | $35,689 | |
| 7 | BAC |
Bank Of America Corp /De/
|
215 | $12,250 |
All Filings in BMO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,881 | 254 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $34,376 | 254 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,966 | 254 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $33,083 | 254 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $28,653 | 259 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $24,737 | 259 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,135 | 259 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $23,361 | 259 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $100,116 | 1,194 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||