Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,895,009
+$1,250,250 QoQ
Shares Held
39,021
-6.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#171
of 654 holders
Holding Since
Mar 2023
14 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, 2026Northwest Bancshares, Inc. holds $16,519,003 across 5 Banks - Diversified names. BMO ranks #2 (41.7% of the industry book) .
All Filings in BMO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,895,009 | 39,021 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,644,759 | 41,708 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $5,559,554 | 42,835 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $6,692,375 | 51,381 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $6,063,629 | 54,810 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $5,306,152 | 55,556 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $5,504,578 | 56,719 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $5,727,068 | 63,493 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,118,785 | 72,973 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,966,537 | 71,320 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $7,119,424 | 71,957 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $5,792,759 | 68,659 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $6,180,816 | 68,440 | Shares | Other | 2023-07-24 | |
| 2023-03-31 | $4,065,642 | 45,625 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||