Position in BMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$72,168,520
+$11,410,064 QoQ
Shares Held
408,424
-9.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#74
of 656 holders
Holding Since
Dec 2022
14 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, 2026AGF MANAGEMENT LTD holds $1,199,322,275 across 10 Banks - Diversified names. BMO ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
2,228,739 | $461,282,110 | |
| 2 | TD |
Toronto Dominion Bank
|
2,510,292 | $304,824,757 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
452,551 | $148,133,517 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,204,189 | $138,481,735 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
408,424 | $72,168,520 | |
| 6 | BAC |
Bank Of America Corp /De/
|
1,193,201 | $67,988,592 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
19,848 | $2,870,219 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
25,396 | $2,414,905 |
All Filings in BMO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,168,520 | 408,424 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,758,456 | 448,932 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $82,774,090 | 637,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,233,860 | 362,640 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $67,146,656 | 606,948 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $60,630,224 | 634,805 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $95,184,018 | 980,773 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $143,932,951 | 1,595,709 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $150,870,214 | 1,799,287 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $172,368,080 | 1,764,620 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $169,536,361 | 1,713,527 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $109,942,462 | 1,303,099 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $186,142,324 | 2,088,905 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $177,334,822 | 1,957,338 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||