Western Pacific Wealth Management, LP

Position in BMO — Bank Of Montreal /Can/

CIK 1907320 Lake Forest, IL

Position in BMO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$18,023

+$13,693 QoQ

Shares Held

102

+218.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#604

of 654 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Western Pacific Wealth Management, LP holds $1,292,167 across 6 Banks - Diversified names. BMO ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WFC	Wells Fargo & Company/Mn	6,050	$499,972
2	C	Citigroup Inc	2,844	$398,046
3	JPM	Jpmorgan Chase & Co	922	$301,798
4	BAC	Bank Of America Corp /De/	1,003	$57,150
5	BMO	Bank Of Montreal /Can/ This page	102	$18,023
6	RY	Royal Bank Of Canada	83	$17,178

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,023	102	+218.8%	Shares	Sole	2026-08-07
2026-03-31	$4,330	32	0.0%	Shares	Sole	2026-04-17
2025-12-31	$4,153	32	0.0%	Shares	Sole	2026-02-04
2025-09-30	$4,168	32	0.0%	Shares	Sole	2025-10-21
2025-06-30	$3,540	32	0.0%	Shares	Sole	2025-07-10
2025-03-31	$3,056	32	0.0%	Shares	Sole	2025-04-17
2024-12-31	$3,105	32	0.0%	Shares	Sole	2025-01-24
2024-09-30	$2,886	32	0.0%	Shares	Sole	2024-10-31
2024-06-30	$2,683	32	0.0%	Shares	Sole	2024-08-14
2024-03-31	$3,125	32	0.0%	Shares	Sole	2024-05-15
2023-12-31	$3,166	32	0.0%	Shares	Sole	2024-02-09
2023-09-30	$2,699	32	0.0%	Shares	Sole	2023-10-26
2023-06-30	$2,889	32	0.0%	Shares	Sole	2023-08-08
2023-03-31	$2,851	32	0.0%	Shares	Sole	2023-05-11
2022-12-31	$2,899	32	0.0%	Shares	Sole	2023-02-03
2022-09-30	$2,804	32	0.0%	Shares	Sole	2022-10-27
2022-06-30	$3,077	32	0.0%	Shares	Sole	2022-08-01
2022-03-31	$3,775	32	0.0%	Shares	Sole	2022-04-21
2021-12-31	$3,447	32	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.