SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1446179 BALA CYNWYD, PA

Position in BMO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$50,836,590

+$38,777,796 QoQ

Shares Held

287,700

+222.9% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#86

of 654 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC holds $192,070,294 across 7 Banks - Diversified names. BMO ranks #1 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BMO	Bank Of Montreal /Can/ This page	287,700	$50,836,590
2	JPM	Jpmorgan Chase & Co	138,684	$45,395,433
3	CM	Canadian Imperial Bank Of Commerce /Can/	311,300	$35,799,500
4	RY	Royal Bank Of Canada	158,300	$32,763,351
5	TD	Toronto Dominion Bank	202,900	$24,638,147
6	BNY	Bank of New York Mellon Corp	12,914	$1,867,493
7	C	Citigroup Inc	5,500	$769,780

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,836,590	287,700	+222.9%	Shares	Sole	2026-08-14
2026-03-31	$12,058,794	89,100	+373.9%	Shares	Sole	2026-05-15
2025-12-31	$2,440,052	18,800	-36.9%	Shares	Sole	2026-02-17
2023-06-30	$2,688,799	29,773	+1.3%	Shares	Defined	2023-08-11
2023-03-31	$2,620,190	29,404	-53.0%	Shares	Defined	2023-05-16
2022-12-31	$5,666,758	62,547	-14.1%	Shares	Defined	2023-02-14
2022-09-30	$6,384,311	72,847	+70.8%	Shares	Defined	2022-11-14
2022-03-31	$5,030,594	42,643	+33.1%	Shares	Defined	2022-05-16
2021-12-31	$3,451,671	32,043	-36.4%	Shares	Defined	2022-02-14
2021-09-30	$5,020,707	50,343	—	Shares	Defined	2021-11-15
No filing history on record for this holder in this stock.