Position in BMO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$597,246
+$332,927 QoQ
Shares Held
3,380
+73.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#345
of 653 holders
Holding Since
Sep 2020
21 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, 2026OLD NATIONAL BANCORP /IN/ holds $75,418,256 across 12 Banks - Diversified names. BMO ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
98,543 | $32,256,080 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
313,193 | $25,882,268 | |
| 3 | C |
Citigroup Inc
|
77,006 | $10,777,758 | |
| 4 | BAC |
Bank Of America Corp /De/
|
54,797 | $3,122,332 | |
| 5 | BMO |
Bank Of Montreal /Can/
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|
3,380 | $597,246 | |
| 6 | BCS |
Barclays PLC
|
18,754 | $503,732 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,849 | $461,091 | |
| 8 | ING |
Ing Groep NV
|
13,867 | $435,146 |
All Filings in BMO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597,246 | 3,380 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $264,319 | 1,953 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $329,926 | 2,542 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $331,095 | 2,542 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $281,221 | 2,542 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $242,786 | 2,542 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $248,253 | 2,558 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $230,731 | 2,558 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $214,488 | 2,558 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $249,865 | 2,558 | Shares | Sole | 2024-04-15 | |
| 2023-03-31 | $296,023 | 3,322 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $424,461 | 4,685 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $435,570 | 4,970 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $418,339 | 4,350 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $516,354 | 4,377 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $459,102 | 4,262 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $459,855 | 4,611 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $476,904 | 4,650 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $505,043 | 5,667 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $321,378 | 4,227 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $226,221 | 3,873 | Shares | Sole | 2020-10-29 | |
| No filing history on record for this holder in this stock. | ||||||