Position in BMO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$134,645
+$31,516 QoQ
Shares Held
762
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#537
of 653 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HM PAYSON & CO holds $164,873,904 across 13 Banks - Diversified names. BMO ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
423,411 | $138,595,122 | |
| 2 | BAC |
Bank Of America Corp /De/
|
293,744 | $16,737,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
74,086 | $6,122,466 | |
| 4 | TD |
Toronto Dominion Bank
|
12,599 | $1,529,895 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,960 | $1,151,094 | |
| 6 | C |
Citigroup Inc
|
2,401 | $336,043 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
1,588 | $151,002 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
762 | $134,645 |
All Filings in BMO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,645 | 762 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $103,129 | 762 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $98,899 | 762 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $99,250 | 762 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $84,300 | 762 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $42,024 | 440 | Shares | Sole | 2025-04-29 | |
| 2022-06-30 | $4,616 | 48 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,662 | 48 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,170 | 48 | Shares | Sole | 2022-02-15 | |
| 2020-06-30 | $212,200 | 4,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $201,040 | 4,000 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||