Position in BMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$58,765,708
+$22,945,228 QoQ
Shares Held
434,208
+57.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026AQR CAPITAL MANAGEMENT LLC holds $3,185,428,042 across 19 Banks - Diversified names. BMO ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
5,422,294 | $614,942,357 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
4,296,264 | $509,665,794 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
1,630,005 | $479,482,264 | |
| 4 | BAC |
Bank Of America Corp /De/
|
9,780,378 | $476,793,423 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,873,956 | $228,795,632 | |
| 6 | BNS |
Bank Of Nova Scotia
|
2,967,564 | $205,681,858 | |
| 7 | UBS |
UBS Group AG
|
4,693,103 | $183,359,532 | |
| 8 | TD |
Toronto Dominion Bank
|
1,256,775 | $117,269,672 |
All Filings in BMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,765,708 | 434,208 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $35,820,480 | 275,988 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $5,987,329 | 45,968 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,942,661 | 17,560 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $548,418 | 5,742 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $297,846 | 3,069 | Shares | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||