Position in BMO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$286,254
+$67,004 QoQ
Shares Held
1,620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#462
of 654 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ALTFEST L J & CO INC holds $9,203,760 across 6 Banks - Diversified names. BMO ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,682 | $6,115,179 | |
| 2 | C |
Citigroup Inc
|
6,152 | $861,033 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
5,937 | $858,549 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,808 | $645,253 | |
| 5 | BAC |
Bank Of America Corp /De/
|
7,678 | $437,492 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
1,620 | $286,254 |
All Filings in BMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,254 | 1,620 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $219,250 | 1,620 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $210,259 | 1,620 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $211,005 | 1,620 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||