Greykasell Wealth Strategies, Inc.

Position in BMO — Bank Of Montreal /Can/

CIK 2041220 DANVILLE, CA

Position in BMO

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$268,760

+$62,908 QoQ

Shares Held

1,521

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#474

of 654 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greykasell Wealth Strategies, Inc. holds $4,763,729 across 6 Banks - Diversified names. BMO ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,577	$2,807,509
2	C	Citigroup Inc	6,127	$857,534
3	BAC	Bank Of America Corp /De/	7,507	$427,748
4	UBS	UBS Group AG	6,044	$299,540
5	BMO	Bank Of Montreal /Can/ This page	1,521	$268,760
6	WFC	Wells Fargo & Company/Mn	1,242	$102,638

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,760	1,521	0.0%	Shares	Sole	2026-08-11
2026-03-31	$205,852	1,521	0.0%	Shares	Sole	2026-05-07
2025-12-31	$197,410	1,521	0.0%	Shares	Sole	2026-02-11
2025-09-30	$198,110	1,521	0.0%	Shares	Sole	2025-11-04
2025-06-30	$168,268	1,521	0.0%	Shares	Sole	2025-08-11
2025-03-31	$145,270	1,521	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.