Rathbones Group PLC

Position in BMO — Bank Of Montreal /Can/

CIK 1351991 Liverpool, X0

Position in BMO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,357,081

+$1,651,959 QoQ

Shares Held

41,636

-1.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#169

of 654 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Rathbones Group PLC holds $1,150,622,347 across 13 Banks - Diversified names. BMO ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,753,044	$901,153,892
2	RY	Royal Bank Of Canada	350,359	$72,513,802
3	UBS	UBS Group AG	1,179,032	$58,432,825
4	BAC	Bank Of America Corp /De/	819,725	$46,707,930
5	C	Citigroup Inc	157,268	$22,011,229
6	BNS	Bank Of Nova Scotia	130,628	$11,343,735
7	CM	Canadian Imperial Bank Of Commerce /Can/	96,987	$11,153,505
8	BMO	Bank Of Montreal /Can/ This page	41,636	$7,357,081

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,357,081	41,636	-1.2%	Shares	Sole	2026-07-23
2026-03-31	$5,705,122	42,154	+1.9%	Shares	Sole	2026-05-12
2025-12-31	$5,371,229	41,384	-0.0%	Shares	Sole	2026-02-06
2025-09-30	$5,392,871	41,404	-1.7%	Shares	Sole	2025-11-13
2025-06-30	$4,659,071	42,114	-0.6%	Shares	Sole	2025-08-07
2025-03-31	$4,045,230	42,354	-0.4%	Shares	Sole	2025-05-13
2024-12-31	$4,128,798	42,543	-11.6%	Shares	Sole	2025-02-13
2024-09-30	$4,338,890	48,103	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$4,101,355	48,913	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$4,826,661	49,413	-4.8%	Shares	Sole	2024-05-14
2023-12-31	$5,137,261	51,923	+0.4%	Shares	Sole	2024-02-13
2023-09-30	$4,364,966	51,736	+69.4%	Shares	Sole	2023-11-13
2023-06-30	$2,758,157	30,541	-0.8%	Shares	Sole	2023-08-04
2023-03-31	$2,743,251	30,785	-0.6%	Shares	Sole	2023-05-12
2022-12-31	$2,806,153	30,973	-2.8%	Shares	Sole	2023-02-14
2022-09-30	$2,791,596	31,853	-3.8%	Shares	Sole	2022-11-14
2022-06-30	$3,183,515	33,103	-3.6%	Shares	Sole	2022-08-12
2022-03-31	$4,051,915	34,347	-5.7%	Shares	Sole	2022-05-11
2021-12-31	$3,923,377	36,422	-3.7%	Shares	Sole	2022-02-10
2021-09-30	$3,771,289	37,815	-2.3%	Shares	Sole	2021-11-04
2021-06-30	$3,971,636	38,725	-0.5%	Shares	Sole	2021-07-30
2021-03-31	$3,468,104	38,915	-1.2%	Shares	Sole	2021-05-14
2020-12-31	$2,994,745	39,389	-12.9%	Shares	Sole	2021-02-11
2020-09-30	$2,642,526	45,241	-10.2%	Shares	Sole	2020-11-13
2020-06-30	$2,671,385	50,356	-17.0%	Shares	Sole	2020-08-07
2020-03-31	$3,048,269	60,650	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.