Position in BCS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$69,512,738
+$57,558,313 QoQ
Shares Held
2,587,965
+358.1% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#23
of 552 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $39,095,373,575 across 18 Banks - Diversified names. BCS ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
60,568,915 | $12,535,948,333 | |
| 2 | TD |
Toronto Dominion Bank
|
62,731,681 | $7,617,508,021 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
28,128,121 | $4,970,238,978 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
42,547,730 | $4,892,988,950 | |
| 5 | BNS |
Bank Of Nova Scotia
|
51,924,070 | $4,509,086,235 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
5,811,029 | $1,902,124,118 | |
| 7 | BAC |
Bank Of America Corp /De/
|
19,984,898 | $1,138,739,484 | |
| 8 | C |
Citigroup Inc
|
5,618,362 | $786,345,942 |
All Filings in BCS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,512,738 | 2,587,965 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $11,954,425 | 564,954 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $35,495,621 | 1,394,720 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $24,213,042 | 1,171,410 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $37,030,534 | 1,991,960 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $7,852,706 | 511,244 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $47,885,556 | 3,603,127 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,704,361 | 469,495 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,510,485 | 514,518 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,180,755 | 442,408 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,419,107 | 433,897 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $4,611,647 | 591,996 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $13,431,748 | 1,708,874 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $8,963,627 | 1,246,680 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $2,916,028 | 373,850 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $2,499,116 | 390,487 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,510,720 | 330,358 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,534,334 | 320,802 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $3,533,033 | 341,356 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $3,494,288 | 338,594 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,267,507 | 338,602 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,270,220 | 221,918 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,925,829 | 241,030 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,336,873 | 266,841 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,430,519 | 252,742 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $597,964 | 132,001 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||