Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$52,817,111
-$10,614,636 QoQ
Shares Held
390,255
-20.1% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.12%
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, 2026Korea Investment CORP holds $1,758,426,760 across 11 Banks - Diversified names. BMO ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,757,000 | $516,839,120 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
3,477,801 | $276,867,737 | |
| 3 | BAC |
Bank Of America Corp /De/
|
4,258,298 | $207,592,027 | |
| 4 | C |
Citigroup Inc
|
1,442,074 | $163,545,612 | |
| 5 | RY |
Royal Bank Of Canada
|
950,015 | $153,693,426 | |
| 6 | TD |
Toronto Dominion Bank
|
1,090,952 | $101,796,731 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
751,951 | $89,203,947 | |
| 8 | UBS |
UBS Group AG
|
2,279,366 | $89,054,829 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,817,111 | 390,255 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $63,431,747 | 488,726 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,729,688 | 412,512 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,981,530 | 515,064 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $43,859,720 | 459,216 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $46,408,436 | 478,191 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $42,045,737 | 466,139 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,490,681 | 435,190 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $51,015,138 | 522,268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,497,793 | 581,138 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $41,628,495 | 493,404 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,198,072 | 478,331 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $45,840,322 | 514,424 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $46,652,476 | 514,928 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $36,748,678 | 419,314 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $36,813,106 | 382,792 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $36,747,655 | 311,500 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $25,992,836 | 241,300 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $13,423,658 | 134,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $27,957,856 | 272,600 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $25,515,056 | 286,300 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,772,218 | 220,600 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,241,547 | 226,700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,227,995 | 305,900 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $16,223,224 | 322,786 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||