Position in BMO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,837,728
-$64,440 QoQ
Shares Held
35,745
-5.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $697,751,323 across 19 Banks - Diversified names. BMO ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,412,005 | $415,355,390 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,624,172 | $127,928,385 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
674,967 | $53,734,122 | |
| 4 | C |
Citigroup Inc
|
350,956 | $39,801,919 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
162,439 | $19,270,138 | |
| 6 | RY |
Royal Bank Of Canada
|
82,351 | $13,322,744 | |
| 7 | TD |
Toronto Dominion Bank
|
85,682 | $7,994,987 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
35,745 | $4,837,728 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,837,728 | 35,745 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,902,168 | 37,770 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,395,085 | 41,421 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,685,733 | 42,355 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,267,376 | 55,150 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,403,161 | 55,674 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,932,677 | 54,686 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,761,003 | 56,780 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,473,596 | 56,036 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $5,424,682 | 54,828 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,437,946 | 52,601 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $4,759,337 | 52,700 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,671,324 | 52,422 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,493,898 | 38,564 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,335,868 | 26,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,426,946 | 25,236 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,877,524 | 24,392 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,569,768 | 23,856 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,294,388 | 23,006 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,415,288 | 23,550 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,459,801 | 27,601 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,603,776 | 21,094 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,741,961 | 29,823 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,711,393 | 32,260 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,601,786 | 31,870 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||