Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$283,780
+$141,920 QoQ
Shares Held
1,606
+46.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#462
of 653 holders
Holding Since
Dec 2021
18 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, 2026Operose Advisors LLC holds $3,406,586 across 6 Banks - Diversified names. BMO ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,291 | $1,404,573 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,516 | $1,169,001 | |
| 3 | C |
Citigroup Inc
|
2,968 | $415,401 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
1,606 | $283,780 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,389 | $114,786 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
760 | $19,045 |
All Filings in BMO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,780 | 1,606 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $141,860 | 1,093 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $83,750 | 643 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $155,324 | 1,404 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $114,612 | 1,200 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $222,535 | 2,293 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $314,437 | 3,486 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $292,301 | 3,486 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $390,817 | 4,001 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $452,947 | 4,578 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $148,406 | 1,759 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $158,855 | 1,759 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $156,744 | 1,759 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $159,365 | 1,759 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $182,904 | 2,087 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,706 | 2,087 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $326,187 | 2,765 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $45,888 | 426 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||