Position in BMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$466,488
+$109,191 QoQ
Shares Held
2,640
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#378
of 654 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fielder Capital Group LLC holds $3,371,047 across 5 Banks - Diversified names. BMO ranks #2 (13.8% of the industry book) .
All Filings in BMO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,488 | 2,640 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $357,297 | 2,640 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $342,645 | 2,640 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $343,860 | 2,640 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $292,395 | 2,643 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $252,432 | 2,643 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $256,503 | 2,643 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $238,398 | 2,643 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $221,615 | 2,643 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $258,168 | 2,643 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $261,498 | 2,643 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||