Position in BMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$301,626
+$83,729 QoQ
Shares Held
1,707
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#449
of 654 holders
Holding Since
Sep 2025
4 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, 2026PFG Investments, LLC holds $40,451,871 across 10 Banks - Diversified names. BMO ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,804 | $23,830,933 | |
| 2 | BAC |
Bank Of America Corp /De/
|
143,817 | $8,194,692 | |
| 3 | C |
Citigroup Inc
|
33,084 | $4,630,436 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,094 | $1,577,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,222 | $899,763 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,707 | $301,626 | |
| 7 | TD |
Toronto Dominion Bank
|
2,333 | $283,296 | |
| 8 | RY |
Royal Bank Of Canada
|
1,336 | $276,511 |
All Filings in BMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,626 | 1,707 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $217,897 | 1,610 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $219,085 | 1,688 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $218,689 | 1,679 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||