Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$90,441,774
+$87,491,362 QoQ
Shares Held
511,838
+2247.9% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#64
of 653 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Derivatives in BMO
reported options exposure · as of Jun 30, 2026CallValue
$1,042,530
CallShares
5,900
PutValue
$353,400
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $3,169,043,703 across 16 Banks - Diversified names. BMO ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,957,516 | $968,083,712 | |
| 2 | C |
Citigroup Inc
|
5,938,026 | $831,086,118 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,266,171 | $600,476,371 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,314,985 | $190,159,980 | |
| 5 | RY |
Royal Bank Of Canada
|
819,618 | $169,636,337 | |
| 6 | BAC |
Bank Of America Corp /De/
|
2,250,637 | $128,241,296 | |
| 7 | TD |
Toronto Dominion Bank
|
944,156 | $114,648,863 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
511,838 | $90,441,774 |
All Filings in BMO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,530 | 5,900 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $353,400 | 2,000 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $90,441,774 | 511,838 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,950,412 | 21,800 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,921,147 | 76,440 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,115,810 | 154,440 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,292,657 | 626,346 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $44,310,909 | 463,940 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,237,347 | 507,340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $76,479,858 | 847,892 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $80,683,069 | 962,231 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $78,450,715 | 803,140 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $83,796,243 | 846,940 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $48,676,427 | 576,940 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,885,967 | 120,540 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $22,122,946 | 230,040 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,349,870 | 121,640 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $85,232,372 | 791,240 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $79,448,907 | 796,640 | Shares | Sole | 2021-11-15 | |
| 2021-09-30 | $329,109 | 3,300 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $98,080,897 | 956,327 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $307,680 | 3,000 | Call | Sole | 2021-08-16 | |
| 2021-03-31 | $962,496 | 10,800 | Call | Sole | 2021-05-17 | |
| 2021-03-31 | $819,904 | 9,200 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $136,166,180 | 1,527,897 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $11,772,561 | 154,841 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $228,090 | 3,000 | Put | Sole | 2021-02-16 | |
| 2020-09-30 | $338,778 | 5,800 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $16,580,247 | 312,540 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||