Position in BMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$130,739,443
+$34,612,587 QoQ
Shares Held
739,895
+4.2% QoQ
Ownership
0.106%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#54
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bank of New York Mellon Corp holds $15,817,761,883 across 19 Banks - Diversified names. BMO ranks #9 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,642,804 | $7,084,339,018 | |
| 2 | C |
Citigroup Inc
|
23,182,352 | $3,244,601,973 | |
| 3 | BAC |
Bank Of America Corp /De/
|
40,609,919 | $2,313,953,172 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,516,494 | $1,364,923,055 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,406,841 | $492,663,272 | |
| 6 | UBS |
UBS Group AG
|
6,575,317 | $325,872,705 | |
| 7 | RY |
Royal Bank Of Canada
|
1,358,029 | $281,071,256 | |
| 8 | TD |
Toronto Dominion Bank
|
1,670,919 | $202,899,690 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,739,443 | 739,895 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $96,126,856 | 710,262 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $95,911,301 | 738,973 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $98,534,123 | 756,500 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $84,640,022 | 765,073 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $71,309,003 | 746,613 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $68,785,834 | 708,767 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $60,310,604 | 668,632 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $57,581,887 | 686,725 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $68,404,714 | 700,294 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $86,219,180 | 871,429 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $75,729,749 | 897,591 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $83,926,524 | 929,316 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $77,920,454 | 874,430 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $77,959,305 | 860,478 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $73,944,405 | 843,729 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $76,883,297 | 799,452 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $89,788,852 | 761,116 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $82,935,670 | 769,919 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $76,911,074 | 771,193 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $77,959,442 | 760,135 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $70,569,402 | 791,847 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $68,958,447 | 906,990 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $53,860,559 | 922,112 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $54,062,881 | 1,019,093 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $50,609,202 | 1,006,948 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||