INTECH INVESTMENT MANAGEMENT LLC
Position in BMO — Bank Of Montreal /Can/
CIK 1086318
WEST PALM BEACH, FL
Position in BMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$36,169,959
+$10,760,281 QoQ
Shares Held
204,697
+9.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#94
of 654 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $448,828,220 across 12 Banks - Diversified names. BMO ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
762,326 | $92,569,246 | |
| 2 | BNS |
Bank Of Nova Scotia
|
794,347 | $68,981,092 | |
| 3 | C |
Citigroup Inc
|
390,542 | $54,660,257 | |
| 4 | RY |
Royal Bank Of Canada
|
251,999 | $52,156,232 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
136,891 | $44,808,530 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
385,937 | $44,382,755 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
204,697 | $36,169,959 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
133,216 | $19,264,365 |
All Filings in BMO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,169,959 | 204,697 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,409,678 | 187,747 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $30,346,718 | 233,814 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,965,121 | 137,928 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,222,213 | 155,674 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,957,298 | 104,254 | Shares | Defined | 2025-05-20 | |
| 2024-12-31 | $7,784,380 | 80,210 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,660,058 | 107,096 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $8,660,111 | 103,281 | 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. | ||||||