Position in BMO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$265,050
+$62,040 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#477
of 654 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $29,417,786 across 12 Banks - Diversified names. BMO ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
66,710 | $21,836,184 | |
| 2 | BAC |
Bank Of America Corp /De/
|
87,207 | $4,969,054 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,677 | $1,543,467 | |
| 4 | RY |
Royal Bank Of Canada
|
1,444 | $298,864 | |
| 5 | C |
Citigroup Inc
|
2,014 | $281,879 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,500 | $265,050 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,060 | $153,286 | |
| 8 | TD |
Toronto Dominion Bank
|
515 | $62,536 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,050 | 1,500 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $203,010 | 1,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $194,685 | 1,500 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $195,375 | 1,500 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $165,945 | 1,500 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $143,265 | 1,500 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $145,575 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $135,300 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $125,775 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $146,520 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $148,410 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $126,555 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $135,465 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $133,665 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $135,900 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $131,460 | 1,500 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $144,255 | 1,500 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $176,955 | 1,500 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $161,580 | 1,500 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $149,595 | 1,500 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $102,560 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $89,120 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $76,030 | 1,000 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $70,092 | 1,200 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $10,610 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $10,052 | 200 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||