Position in BMO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$8,687,102
+$1,979,246 QoQ
Shares Held
49,163
-0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#154
of 653 holders
Holding Since
Sep 2022
16 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, 2026ROMANO BROTHERS AND COMPANY holds $26,353,957 across 7 Banks - Diversified names. BMO ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,161 | $8,890,610 | |
| 2 | BMO |
Bank Of Montreal /Can/
This page
|
49,163 | $8,687,102 | |
| 3 | C |
Citigroup Inc
|
53,785 | $7,527,748 | |
| 4 | BAC |
Bank Of America Corp /De/
|
7,753 | $441,765 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,285 | $354,112 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,386 | $226,884 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,561 | $225,736 |
All Filings in BMO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,687,102 | 49,163 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,707,856 | 49,563 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,520,390 | 50,238 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $6,552,617 | 50,308 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,640,249 | 50,983 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,912,365 | 51,433 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,040,097 | 51,933 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,648,276 | 51,533 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,442,624 | 52,983 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $5,238,871 | 53,633 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,446,251 | 55,046 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $4,754,755 | 56,356 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $5,281,690 | 58,484 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,327,976 | 59,791 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,188,571 | 57,269 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $5,005,032 | 57,109 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||