Position in BMO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$46,472
+$10,878 QoQ
Shares Held
263
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#580
of 654 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bank & Trust Co holds $6,531,081 across 5 Banks - Diversified names. BMO ranks #5 (0.7% of the industry book) .
All Filings in BMO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,472 | 263 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $35,594 | 263 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $34,134 | 263 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $34,255 | 263 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $29,095 | 263 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $25,119 | 263 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $25,524 | 263 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $23,722 | 263 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $22,052 | 263 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||