Position in BMO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$312,228
+$65,504 QoQ
Shares Held
1,767
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#440
of 653 holders
Holding Since
Dec 2025
3 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, 2026FIDUCIARY FINANCIAL GROUP, LLC holds $6,598,601 across 13 Banks - Diversified names. BMO ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,261 | $1,394,753 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,903 | $1,148,943 | |
| 3 | BAC |
Bank Of America Corp /De/
|
15,858 | $903,588 | |
| 4 | BNS |
Bank Of Nova Scotia
|
4,863 | $422,302 | |
| 5 | RY |
Royal Bank Of Canada
|
2,026 | $419,321 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,751 | $397,822 | |
| 7 | TD |
Toronto Dominion Bank
|
2,944 | $357,489 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
1,767 | $312,228 |
All Filings in BMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,228 | 1,767 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $246,724 | 1,823 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $210,649 | 1,623 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||