Position in BMO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$573,038
+$134,132 QoQ
Shares Held
3,243
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#349
of 654 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ROCKLAND TRUST CO holds $36,149,972 across 8 Banks - Diversified names. BMO ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
83,244 | $27,248,257 | |
| 2 | BAC |
Bank Of America Corp /De/
|
82,701 | $4,712,302 | |
| 3 | TD |
Toronto Dominion Bank
|
8,417 | $1,022,075 | |
| 4 | RY |
Royal Bank Of Canada
|
4,800 | $993,456 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
11,059 | $913,914 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
3,243 | $573,038 | |
| 7 | BNS |
Bank Of Nova Scotia
|
3,977 | $345,362 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,362 | $341,568 |
All Filings in BMO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,038 | 3,243 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $438,906 | 3,243 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $420,908 | 3,243 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $380,330 | 2,920 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||