Position in BMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$684,712
+$140,646 QoQ
Shares Held
3,875
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#327
of 654 holders
Holding Since
Dec 2021
19 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $8,883,489 across 10 Banks - Diversified names. BMO ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,050 | $1,769,229 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,825 | $1,579,367 | |
| 3 | TD |
Toronto Dominion Bank
|
11,400 | $1,384,302 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
6,697 | $968,453 | |
| 5 | C |
Citigroup Inc
|
5,365 | $750,885 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
3,875 | $684,712 | |
| 7 | BNS |
Bank Of Nova Scotia
|
7,126 | $618,821 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
5,866 | $484,766 |
All Filings in BMO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,712 | 3,875 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $544,066 | 4,020 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $520,977 | 4,014 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $522,042 | 4,008 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $442,630 | 4,001 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $424,732 | 4,447 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $431,193 | 4,443 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $400,307 | 4,438 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $371,623 | 4,432 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $432,429 | 4,427 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $496,876 | 5,022 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $374,771 | 4,442 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $400,705 | 4,437 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $377,113 | 4,232 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $335,673 | 3,705 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $324,706 | 3,705 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $341,114 | 3,547 | Shares | Sole | 2023-04-06 | |
| 2022-03-31 | $418,203 | 3,545 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $378,851 | 3,517 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||