CALDWELL SUTTER CAPITAL, INC.

Position in BMO — Bank Of Montreal /Can/

CIK 702007 SAUSALITO, CA

Position in BMO

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$78,101

+$8,807 QoQ

Shares Held

442

-13.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#557

of 653 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $5,193,961 across 9 Banks - Diversified names. BMO ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,167	$2,345,974
2	BAC	Bank Of America Corp /De/	20,609	$1,174,300
3	BNY	Bank of New York Mellon Corp	7,164	$1,035,986
4	WFC	Wells Fargo & Company/Mn	4,424	$365,599
5	C	Citigroup Inc	560	$78,377
6	BMO	Bank Of Montreal /Can/ This page	442	$78,101
7	RY	Royal Bank Of Canada	375	$77,613
8	TD	Toronto Dominion Bank	259	$31,450

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,101	442	-13.7%	Shares	Sole	2026-08-05
2026-03-31	$69,294	512	-4.5%	Shares	Sole	2026-05-06
2025-12-31	$69,567	536	-15.1%	Shares	Sole	2026-01-30
2025-09-30	$82,187	631	-14.1%	Shares	Sole	2025-10-29
2025-06-30	$81,313	735	+0.5%	Shares	Sole	2025-07-11
2025-03-31	$69,817	731	-16.8%	Shares	Sole	2025-04-16
2024-12-31	$85,306	879	+3.2%	Shares	Sole	2025-01-21
2024-09-30	$76,850	852	-0.8%	Shares	Sole	2024-10-25
2024-06-30	$72,027	859	-27.8%	Shares	Sole	2024-07-23
2024-03-31	$116,141	1,189	+3.0%	Shares	Sole	2024-04-19
2023-12-31	$114,176	1,154	+1.0%	Shares	Sole	2024-01-19
2023-09-30	$96,434	1,143	-0.6%	Shares	Sole	2023-10-25
2023-06-30	$103,856	1,150	+68.1%	Shares	Sole	2023-07-19
2023-03-31	$60,951	684	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.