INTECH INVESTMENT MANAGEMENT LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1086318 WEST PALM BEACH, FL

Position in BMO

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$25,409,678

-$4,937,040 QoQ

Shares Held

187,747

-19.7% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 31.00502271674115.ToString("F0")% Shared 0.ToString("F0")% None 68.99497728325885.ToString("F0")%

Financial Services · as of Mar 31, 2026

INTECH INVESTMENT MANAGEMENT LLC holds $348,000,635 across 12 Banks - Diversified names. BMO ranks #6 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank	708,006	$66,064,039
2	BNS	Bank Of Nova Scotia	830,164	$57,538,666
3	C	Citigroup Inc	434,710	$49,300,460
4	JPM	Jpmorgan Chase & Co	140,943	$41,459,792
5	RY	Royal Bank Of Canada	218,637	$35,371,093
6	BMO	Bank Of Montreal /Can/ This page	187,747	$25,409,678
7	CM	Canadian Imperial Bank Of Commerce /Can/	265,835	$25,187,866
8	BNY	Bank of New York Mellon Corp	145,283	$17,234,922

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,409,678	187,747	-19.7%	Shares	Defined	2026-05-08
2025-12-31	$30,346,718	233,814	+69.5%	Shares	Sole	2026-02-10
2025-09-30	$17,965,121	137,928	-11.4%	Shares	Defined	2025-11-12
2025-06-30	$17,222,213	155,674	+49.3%	Shares	Defined	2025-08-08
2025-03-31	$9,957,298	104,254	+30.0%	Shares	Defined	2025-05-20
2024-12-31	$7,784,380	80,210	-25.1%	Shares	Defined	2025-02-11
2024-09-30	$9,660,058	107,096	+3.7%	Shares	Defined	2024-11-08
2024-06-30	$8,660,111	103,281	+152.5%	Shares	Sole	2024-08-12
2024-03-31	$3,995,307	40,902	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.