Position in BMO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$110,752,909
+$58,037,303 QoQ
Shares Held
626,785
+60.9% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
3.35%
of 13F equity value
Holder Rank
#3
of 190 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026INTACT INVESTMENT MANAGEMENT INC. holds $477,962,534 across 8 Banks - Diversified names. BMO ranks #3 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
1,023,826 | $124,323,191 | |
| 2 | RY |
Royal Bank Of Canada
|
550,736 | $113,985,829 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
626,785 | $110,752,909 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
560,550 | $64,463,250 | |
| 5 | BNS |
Bank Of Nova Scotia
|
294,148 | $25,543,812 | |
| 6 | BAC |
Bank Of America Corp /De/
|
281,300 | $16,028,474 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
143,200 | $11,834,048 | |
| 8 | JPM |
Jpmorgan Chase & Co
|
33,700 | $11,031,021 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,752,909 | 626,785 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $52,715,606 | 389,505 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $27,557,012 | 212,320 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $28,294,207 | 217,230 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $25,616,376 | 231,550 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $27,800,095 | 291,070 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $77,393,493 | 797,460 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $53,056,451 | 588,209 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $28,518,307 | 340,111 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $76,728,714 | 785,511 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $71,844,390 | 726,141 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $54,270,243 | 643,241 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $86,319,291 | 955,811 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $44,053,399 | 494,371 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $75,393,061 | 832,153 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $81,639,727 | 931,535 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $102,885,070 | 1,069,825 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $174,639,838 | 1,480,375 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $78,224,648 | 726,185 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $120,904,972 | 1,212,323 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $93,262,218 | 909,343 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $113,961,576 | 1,278,743 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $74,316,511 | 977,463 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $44,736,219 | 765,900 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,607,115 | 784,300 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $55,270,922 | 1,099,700 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||