Mesirow Financial Investment Management, Inc.

Position in BMO — Bank Of Montreal /Can/

CIK 1469475 CHICAGO, IL

Position in BMO

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$426,023

+$99,854 QoQ

Shares Held

2,411

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#391

of 653 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Mesirow Financial Investment Management, Inc. holds $159,552,428 across 8 Banks - Diversified names. BMO ranks #8 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	314,532	$102,955,759
2	BAC	Bank Of America Corp /De/	813,986	$46,380,922
3	C	Citigroup Inc	23,736	$3,322,090
4	CM	Canadian Imperial Bank Of Commerce /Can/	27,005	$3,105,575
5	BNY	Bank of New York Mellon Corp	8,932	$1,291,656
6	WFC	Wells Fargo & Company/Mn	14,786	$1,221,915
7	HSBC	Hsbc Holdings PLC	8,923	$848,488
8	BMO	Bank Of Montreal /Can/ This page	2,411	$426,023

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,023	2,411	+0.0%	Shares	Sole	2026-07-22
2026-03-31	$326,169	2,410	+13.6%	Shares	Sole	2026-04-21
2025-12-31	$275,284	2,121	-10.5%	Shares	Sole	2026-02-05
2025-09-30	$308,562	2,369	+0.0%	Shares	Sole	2025-11-12
2025-06-30	$261,971	2,368	-26.5%	Shares	Sole	2025-08-04
2025-03-31	$307,542	3,220	+36.3%	Shares	Sole	2025-05-08
2024-12-31	$229,329	2,363	-3.4%	Shares	Sole	2025-02-07
2024-06-30	$205,013	2,445	-1.4%	Shares	Sole	2024-08-09
2024-03-31	$242,148	2,479	-16.1%	Shares	Sole	2024-04-25
2023-12-31	$292,367	2,955	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.