Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$111,395,744
+$26,504,812 QoQ
Shares Held
630,423
+0.5% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#56
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, 2026AVIVA PLC holds $2,882,035,837 across 11 Banks - Diversified names. BMO ranks #8 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,098,055 | $1,014,086,343 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,946,829 | $395,830,316 | |
| 3 | RY |
Royal Bank Of Canada
|
1,266,537 | $262,135,162 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,662,190 | $220,003,381 | |
| 5 | C |
Citigroup Inc
|
1,508,888 | $211,183,964 | |
| 6 | TD |
Toronto Dominion Bank
|
1,514,831 | $183,945,928 | |
| 7 | UBS |
UBS Group AG
|
3,688,297 | $182,791,999 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
630,423 | $111,395,744 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,395,744 | 630,423 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $84,890,932 | 627,242 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $79,206,164 | 610,264 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $75,375,544 | 578,699 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $60,235,490 | 544,477 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $48,749,450 | 510,412 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,612,616 | 439,079 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,959,436 | 343,231 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,127,985 | 335,456 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $28,189,178 | 288,587 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $28,422,295 | 287,268 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $30,392,351 | 360,227 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $34,672,898 | 383,932 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $34,313,053 | 385,064 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $33,664,060 | 371,568 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $29,450,195 | 336,036 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,290,904 | 335,769 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $30,577,116 | 259,194 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $22,740,553 | 211,108 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $19,759,405 | 198,129 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $22,726,065 | 221,588 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $19,030,952 | 213,543 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $16,258,255 | 213,840 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $12,085,087 | 206,901 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $11,291,321 | 212,843 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $11,285,581 | 224,544 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||