Position in BMO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$521,618
-$466,228 QoQ
Shares Held
2,952
-59.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#362
of 653 holders
Holding Since
Dec 2024
7 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, 2026Fulton Bank, N.A. holds $30,590,813 across 9 Banks - Diversified names. BMO ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,355 | $16,482,701 | |
| 2 | BAC |
Bank Of America Corp /De/
|
110,171 | $6,277,542 | |
| 3 | C |
Citigroup Inc
|
16,457 | $2,303,321 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
21,736 | $1,796,262 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,035 | $1,451,161 | |
| 6 | TD |
Toronto Dominion Bank
|
9,585 | $1,163,906 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
2,952 | $521,618 | |
| 8 | ING |
Ing Groep NV
|
11,130 | $349,259 |
All Filings in BMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,618 | 2,952 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $987,846 | 7,299 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,311,008 | 10,101 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,779,214 | 13,660 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,543,176 | 13,949 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,379,355 | 14,442 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,406,933 | 14,497 | Shares | Sole | 2025-01-08 | |
| No filing history on record for this holder in this stock. | ||||||