Position in BMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$379,728
+$340,480 QoQ
Shares Held
2,149
+641.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#412
of 654 holders
Holding Since
Dec 2025
3 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, 2026SWISS RE LTD holds $4,950,081 across 10 Banks - Diversified names. BMO ranks #6 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,843 | $1,257,929 | |
| 2 | RY |
Royal Bank Of Canada
|
3,076 | $636,639 | |
| 3 | C |
Citigroup Inc
|
4,193 | $586,852 | |
| 4 | TD |
Toronto Dominion Bank
|
4,732 | $574,606 | |
| 5 | BAC |
Bank Of America Corp /De/
|
9,496 | $541,082 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
2,149 | $379,728 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
4,111 | $339,733 | |
| 8 | BNS |
Bank Of Nova Scotia
|
3,453 | $299,858 |
All Filings in BMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,728 | 2,149 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $39,248 | 290 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $37,639 | 290 | Shares | Defined | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||