Position in BMO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,799,239
+$2,076,550 QoQ
Shares Held
38,479
+10.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#172
of 654 holders
Holding Since
Mar 2020
26 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, 2026Cumberland Partners Ltd holds $160,805,046 across 7 Banks - Diversified names. BMO ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
386,426 | $79,978,588 | |
| 2 | BNS |
Bank Of Nova Scotia
|
522,360 | $45,361,742 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
37,954 | $12,423,482 | |
| 4 | TD |
Toronto Dominion Bank
|
97,731 | $11,867,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
38,479 | $6,799,239 | |
| 6 | BAC |
Bank Of America Corp /De/
|
52,675 | $3,001,421 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
11,940 | $1,373,100 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,799,239 | 38,479 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $4,722,689 | 34,895 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,322,427 | 41,008 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $2,816,916 | 21,627 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,301,214 | 20,801 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,294,160 | 13,550 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,349,189 | 13,902 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $954,586 | 10,583 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $1,103,549 | 13,161 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,305,688 | 13,367 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $2,533,160 | 25,603 | Shares | Defined | 2024-02-01 | |
| 2023-09-30 | $1,679,216 | 19,903 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $1,836,273 | 20,333 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $17,908,704 | 200,973 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $17,950,668 | 198,131 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $21,627,273 | 246,774 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,910,842 | 248,631 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $27,987,084 | 237,239 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,284,492 | 58,341 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $5,376,044 | 53,906 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,143,999 | 50,156 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $4,630,675 | 51,960 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $2,671,390 | 35,136 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,138,156 | 36,606 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $1,942,213 | 36,611 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $2,237,122 | 44,511 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||