Position in BMO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,417
+$1,034 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#632
of 654 holders
Holding Since
Jun 2025
5 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, 2026STEPH & CO holds $3,396,838 across 5 Banks - Diversified names. BMO ranks #5 (0.1% of the industry book) .
All Filings in BMO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,417 | 25 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,383 | 25 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,244 | 25 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,256 | 25 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,765 | 25 | Shares | Sole | 2025-07-16 | |
| No filing history on record for this holder in this stock. | ||||||