CANADA LIFE ASSURANCE Co
InsurancePosition in BMO — Bank Of Montreal /Can/
CIK 1046192
WINNIPEG, A2
Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$62,845,475
+$13,433,112 QoQ
Shares Held
355,662
-2.6% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#79
of 656 holders
Holding Since
Mar 2020
26 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, 2026CANADA LIFE ASSURANCE Co holds $2,066,958,034 across 11 Banks - Diversified names. BMO ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,187,136 | $715,915,226 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,820,409 | $274,666,904 | |
| 3 | C |
Citigroup Inc
|
1,421,820 | $198,997,927 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,031,845 | $167,911,670 | |
| 5 | UBS |
UBS Group AG
|
3,339,552 | $165,508,197 | |
| 6 | RY |
Royal Bank Of Canada
|
742,204 | $153,613,961 | |
| 7 | TD |
Toronto Dominion Bank
|
977,740 | $118,726,968 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
625,579 | $90,464,979 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,845,475 | 355,662 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $49,412,363 | 365,098 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $46,312,576 | 356,827 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,382,158 | 440,554 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $47,984,545 | 433,739 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $45,620,255 | 477,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $46,590,405 | 480,066 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $43,603,401 | 483,408 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $39,324,895 | 468,991 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $38,163,087 | 390,695 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $40,798,502 | 412,356 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $40,889,582 | 484,646 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,022,783 | 487,463 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $39,804,545 | 446,690 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,283,115 | 444,626 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $37,450,237 | 427,319 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $41,908,481 | 435,775 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $55,314,363 | 468,885 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $51,530,124 | 478,371 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $48,589,453 | 487,210 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $50,117,174 | 488,662 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $42,597,132 | 477,975 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $468,716,205 | 6,164,885 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $353,298,606 | 6,048,598 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $376,625,236 | 7,099,439 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $342,948,553 | 6,823,489 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||