Annis Gardner Whiting Capital Advisors, LLC
Position in BMO — Bank Of Montreal /Can/
CIK 1998414
TAMPA, FL
Position in BMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$286,784
+$67,128 QoQ
Shares Held
1,623
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#459
of 653 holders
Holding Since
Jun 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $16,519,238 across 6 Banks - Diversified names. BMO ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,980 | $6,540,053 | |
| 2 | C |
Citigroup Inc
|
28,021 | $3,921,819 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
29,954 | $2,475,398 | |
| 4 | BAC |
Bank Of America Corp /De/
|
43,400 | $2,472,932 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
5,686 | $822,252 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,623 | $286,784 |
All Filings in BMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,784 | 1,623 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $219,656 | 1,623 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,943 | 223 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $24,670 | 223 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||