Position in BMO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$18,698,217
+$4,173,664 QoQ
Shares Held
105,819
-1.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#121
of 654 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 20%
Shared 0%
None 80%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vontobel Holding Ltd. holds $965,910,474 across 12 Banks - Diversified names. BMO ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
14,698,356 | $728,450,520 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
328,793 | $107,623,810 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
265,103 | $38,336,543 | |
| 4 | C |
Citigroup Inc
|
202,997 | $28,411,458 | |
| 5 | RY |
Royal Bank Of Canada
|
95,330 | $19,730,448 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
105,819 | $18,698,217 | |
| 7 | BAC |
Bank Of America Corp /De/
|
268,103 | $15,276,506 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,392 | $7,469,992 |
All Filings in BMO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,698,217 | 105,819 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $14,524,553 | 107,319 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $13,928,933 | 107,319 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $14,316,949 | 109,919 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $12,160,338 | 109,919 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $10,842,199 | 113,519 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $11,017,018 | 113,519 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $11,529,273 | 127,819 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $11,162,447 | 133,124 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,003,552 | 133,124 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,744,843 | 138,921 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $16,985,114 | 201,317 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $20,376,825 | 225,632 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $20,998,949 | 235,652 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $21,287,829 | 234,965 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $9,515,162 | 108,571 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $10,567,062 | 109,879 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $18,540,636 | 157,164 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,923,124 | 17,853 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,502,331 | 15,064 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $261,424 | 2,549 | Shares | Defined | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||