Position in BMO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$81,820,067
-$30,531,217 QoQ
Shares Held
604,552
-30.2% QoQ
Ownership
0.086%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026FEDERATED HERMES, INC. holds $1,099,343,847 across 16 Banks - Diversified names. BMO ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
4,334,220 | $514,168,517 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,653,993 | $178,132,157 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
467,060 | $137,390,367 | |
| 4 | C |
Citigroup Inc
|
1,100,039 | $124,755,421 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
604,552 | $81,820,067 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
290,081 | $23,093,348 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
258,487 | $13,565,396 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
98,377 | $9,321,220 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,820,067 | 604,552 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $112,351,284 | 865,639 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $154,879,363 | 1,189,093 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $135,266,084 | 1,222,689 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $114,399,490 | 1,197,775 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $112,625,942 | 1,160,494 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,430,809 | 71,295 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,060,929 | 72,283 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $7,721,604 | 79,050 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,344,302 | 84,337 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $7,466,660 | 88,499 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,212,881 | 90,941 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,194,199 | 91,956 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $8,297,238 | 91,581 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,507,477 | 97,073 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,423,698 | 97,990 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $11,564,481 | 98,029 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,100,728 | 140,185 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,621,123 | 136,580 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,641,095 | 133,006 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $11,635,952 | 130,565 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,776,773 | 128,591 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $7,524,609 | 128,824 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,159,574 | 134,959 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,424,086 | 88,024 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||