Position in BMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,355,234
+$582,416 QoQ
Shares Held
13,329
+1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#226
of 653 holders
Holding Since
Mar 2021
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, 2026HARBOUR INVESTMENTS, INC. holds $41,805,710 across 19 Banks - Diversified names. BMO ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,069 | $20,644,375 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
102,000 | $8,429,280 | |
| 3 | BAC |
Bank Of America Corp /De/
|
79,134 | $4,509,055 | |
| 4 | C |
Citigroup Inc
|
18,806 | $2,632,087 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
13,329 | $2,355,234 | |
| 6 | RY |
Royal Bank Of Canada
|
3,314 | $685,898 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,276 | $618,352 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,762 | $432,630 |
All Filings in BMO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,355,234 | 13,329 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,772,818 | 13,099 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $899,704 | 6,932 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $948,220 | 7,280 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $776,954 | 7,023 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $667,901 | 6,993 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $674,012 | 6,945 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $622,109 | 6,897 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $524,565 | 6,256 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $582,856 | 5,967 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $384,381 | 3,885 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $280,361 | 3,323 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $487,403 | 5,397 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $513,451 | 5,762 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $498,934 | 5,507 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $402,705 | 4,595 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $441,901 | 4,595 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $581,795 | 5,401 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $874,632 | 8,770 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $854,324 | 8,330 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $755,470 | 8,477 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||