Position in BMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$89,886,229
+$39,886,355 QoQ
Shares Held
508,694
+37.7% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#65
of 656 holders
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 Jun 30, 2026APG Asset Management N.V. holds $2,467,398,786 across 9 Banks - Diversified names. BMO ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,554,331 | $1,163,439,166 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,954,499 | $339,287,353 | |
| 3 | RY |
Royal Bank Of Canada
|
1,174,215 | $243,027,278 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,472,339 | $204,314,094 | |
| 5 | C |
Citigroup Inc
|
1,450,663 | $203,034,793 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
508,694 | $89,886,229 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
666,066 | $76,597,590 | |
| 8 | BNS |
Bank Of Nova Scotia
|
881,487 | $76,548,331 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,886,229 | 508,694 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $49,999,874 | 369,439 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $47,888,486 | 368,969 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $53,311,325 | 409,300 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $44,971,095 | 406,500 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $37,927,021 | 397,100 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $38,548,260 | 397,200 | Shares | Defined | 2025-02-13 | |
| 2024-06-30 | $6,979,674 | 83,240 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,445,907 | 25,040 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,487,351 | 25,140 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,997,459 | 23,675 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,354,833 | 26,075 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,350,276 | 26,375 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,242 | 67,195 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,293,977 | 26,175 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,604,306 | 58,275 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,490,073 | 105,875 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $10,866,255 | 100,875 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $9,681,289 | 97,075 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,519,772 | 180,575 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $22,874,876 | 256,675 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $30,578,581 | 402,191 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,352,472 | 416,923 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,831,916 | 449,235 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $22,086,003 | 439,435 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||