Position in BMO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,142,865
+$1,907,887 QoQ
Shares Held
46,083
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#160
of 654 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $56,856,004 across 10 Banks - Diversified names. BMO ranks #2 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
122,789 | $40,192,522 | |
| 2 | BMO |
Bank Of Montreal /Can/
This page
|
46,083 | $8,142,865 | |
| 3 | BAC |
Bank Of America Corp /De/
|
61,046 | $3,478,399 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
31,569 | $2,608,861 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,402 | $1,504,233 | |
| 6 | C |
Citigroup Inc
|
4,738 | $663,130 | |
| 7 | RY |
Royal Bank Of Canada
|
600 | $124,182 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,000 | $86,840 |
All Filings in BMO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,142,865 | 46,083 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $6,234,978 | 46,069 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $168,726 | 1,300 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $169,584 | 1,302 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $5,098,604 | 46,087 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $192,166 | 2,012 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $4,448,383 | 45,836 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $4,134,407 | 45,836 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,809,808 | 45,436 | Shares | Defined | 2024-07-30 | |
| 2024-03-31 | $4,438,188 | 45,436 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $4,495,437 | 45,436 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $305,840 | 3,625 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||