Position in BMO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$25,486,323
+$8,899,730 QoQ
Shares Held
144,235
+17.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#107
of 654 holders
Holding Since
Sep 2021
16 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 Life Asset Management Ltd holds $488,465,031 across 11 Banks - Diversified names. BMO ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
512,674 | $167,813,580 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,057,651 | $60,264,953 | |
| 3 | C |
Citigroup Inc
|
312,269 | $43,705,168 | |
| 4 | TD |
Toronto Dominion Bank
|
349,683 | $42,462,005 | |
| 5 | RY |
Royal Bank Of Canada
|
196,014 | $40,569,016 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
227,614 | $32,915,260 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
370,053 | $30,581,179 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
144,235 | $25,486,323 |
All Filings in BMO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,486,323 | 144,235 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $16,586,593 | 122,555 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,380,082 | 110,795 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $13,008,588 | 99,874 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $9,445,588 | 85,380 | Shares | Defined | 2025-12-02 | |
| 2025-03-31 | $8,326,943 | 87,184 | Shares | Defined | 2025-12-02 | |
| 2024-12-31 | $6,375,893 | 65,697 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $653,769 | 7,248 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $393,385 | 3,976 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $310,987 | 3,686 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $332,882 | 3,686 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $282,746 | 3,173 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $2,185,452 | 24,122 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $1,761,291 | 14,930 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $363,124 | 3,371 | Shares | Defined | 2025-12-29 | |
| 2021-09-30 | $368,003 | 3,690 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||