Position in BMO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$36,605,139
-$6,377,285 QoQ
Shares Held
270,468
-18.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,250,535,577 across 19 Banks - Diversified names. BMO ranks #16 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,190,378 | $2,115,121,592 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,314,060 | $502,662,316 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,978,547 | $437,704,166 | |
| 4 | C |
Citigroup Inc
|
2,903,455 | $329,280,831 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,116,407 | $251,069,362 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
5,086,159 | $86,312,118 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,260,112 | $70,614,063 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
3,162,585 | $68,501,591 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,605,139 | 270,468 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $42,982,424 | 331,169 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56,457,123 | 433,452 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,123,134 | 453,070 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $44,328,387 | 464,123 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $44,712,876 | 460,720 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,426,612 | 60,162 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,320,617 | 63,454 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,149,835 | 62,959 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,935,140 | 39,773 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,497,727 | 41,457 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,195,709 | 35,386 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,776,845 | 31,162 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,978,928 | 32,880 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,900,884 | 33,100 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,077,247 | 31,998 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,753,451 | 31,817 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,519,966 | 32,677 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,421,137 | 34,304 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,566,421 | 34,774 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,302,252 | 37,054 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,092,573 | 27,523 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,807,439 | 30,944 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,582,693 | 29,834 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,592,035 | 31,676 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||