Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,332
-$1,295,693 QoQ
Shares Held
166
-98.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#587
of 654 holders
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Tradewinds, LLC. holds $19,628,282 across 6 Banks - Diversified names. BMO ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,409 | $11,590,427 | |
| 2 | RY |
Royal Bank Of Canada
|
27,622 | $5,716,925 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,071 | $1,493,387 | |
| 4 | C |
Citigroup Inc
|
4,237 | $593,010 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,419 | $205,201 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
166 | $29,332 |
All Filings in BMO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,332 | 166 | Shares | Sole | 2026-08-14 | |
| 2022-12-31 | $1,325,025 | 14,625 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||