Commonwealth Retirement Investments LLC
PensionPosition in BMO — Bank Of Montreal /Can/
CIK 1963787
RICHMOND, VA
Position in BMO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$24,561
+$6,521 QoQ
Shares Held
139
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#590
of 653 holders
Holding Since
Dec 2025
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, 2026Commonwealth Retirement Investments LLC holds $9,227,956 across 8 Banks - Diversified names. BMO ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,201 | $7,594,383 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
9,998 | $1,445,810 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,090 | $62,108 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
429 | $35,452 | |
| 5 | BCS |
Barclays PLC
|
1,010 | $27,128 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
139 | $24,561 | |
| 7 | RY |
Royal Bank Of Canada
|
109 | $22,559 | |
| 8 | C |
Citigroup Inc
|
114 | $15,955 |
All Filings in BMO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,561 | 139 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $18,040 | 139 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||