Position in BMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$465,781
+$109,025 QoQ
Shares Held
2,636
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#379
of 654 holders
Holding Since
Jun 2020
22 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, 2026SMITH, MOORE & CO. holds $7,755,636 across 6 Banks - Diversified names. BMO ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,284 | $5,657,571 | |
| 2 | BAC |
Bank Of America Corp /De/
|
10,998 | $626,666 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
2,636 | $465,781 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,165 | $426,835 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,539 | $367,164 | |
| 6 | C |
Citigroup Inc
|
1,512 | $211,619 |
All Filings in BMO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,781 | 2,636 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $356,756 | 2,636 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $342,126 | 2,636 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $343,339 | 2,636 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $291,620 | 2,636 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $251,764 | 2,636 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $267,663 | 2,758 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $248,771 | 2,758 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,258 | 2,758 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $269,401 | 2,758 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $272,876 | 2,758 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $232,692 | 2,758 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $240,043 | 2,658 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $226,161 | 2,538 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $249,874 | 2,758 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $241,711 | 2,758 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,236 | 2,758 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $222,963 | 1,890 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $203,590 | 1,890 | Shares | Sole | 2022-02-08 | |
| 2020-12-31 | $240,026 | 3,157 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $224,586 | 3,845 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $203,977 | 3,845 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||