Position in BMO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$410,827
+$96,162 QoQ
Shares Held
2,325
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#401
of 653 holders
Holding Since
Mar 2021
22 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, 2026PARK NATIONAL CORP /OH/ holds $105,369,050 across 7 Banks - Diversified names. BMO ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
299,326 | $97,978,378 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,576 | $3,736,519 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
12,058 | $1,743,707 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,930 | $1,068,534 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
2,325 | $410,827 | |
| 6 | UBS |
UBS Group AG
|
4,595 | $227,728 | |
| 7 | BCS |
Barclays PLC
|
7,571 | $203,357 |
All Filings in BMO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,827 | 2,325 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $314,665 | 2,325 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $301,761 | 2,325 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $302,831 | 2,325 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $257,214 | 2,325 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $222,060 | 2,325 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $225,641 | 2,325 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $215,127 | 2,385 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $227,233 | 2,710 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $286,690 | 2,935 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $290,388 | 2,935 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $247,625 | 2,935 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $246,997 | 2,735 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $230,349 | 2,585 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $234,201 | 2,585 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $226,549 | 2,585 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $248,599 | 2,585 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $304,952 | 2,585 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $278,456 | 2,585 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $257,802 | 2,585 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $265,117 | 2,585 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $230,375 | 2,585 | Shares | Sole | 2021-04-01 | |
| No filing history on record for this holder in this stock. | ||||||