Position in BMO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,573,436
+$688,271 QoQ
Shares Held
41,181
+9.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.06500570651514.ToString("F0")%
Shared 0.ToString("F0")%
None 16.93499429348486.ToString("F0")%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Baird Financial Group, Inc. holds $2,841,952,154 across 10 Banks - Diversified names. BMO ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,687,348 | $1,967,150,287 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
5,982,815 | $476,291,901 | |
| 3 | BAC |
Bank Of America Corp /De/
|
6,833,405 | $333,128,493 | |
| 4 | C |
Citigroup Inc
|
384,533 | $43,609,887 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
84,157 | $9,983,543 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
41,181 | $5,573,436 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
38,235 | $3,622,765 | |
| 8 | RY |
Royal Bank Of Canada
|
11,467 | $1,855,130 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,573,436 | 41,181 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,885,165 | 37,639 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,968,777 | 38,148 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,160,019 | 37,603 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,470,928 | 36,341 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,576,971 | 36,857 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,298,253 | 36,566 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,122,825 | 37,243 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,531,913 | 36,158 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,525,232 | 35,630 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,039,934 | 36,031 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,195,528 | 35,384 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,922,629 | 32,798 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,979,290 | 32,884 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,713,597 | 30,963 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,965,113 | 30,832 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $3,798,987 | 32,203 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,527,183 | 32,744 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $3,537,921 | 35,475 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,603,650 | 35,137 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $3,166,255 | 35,528 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,638,469 | 34,703 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,950,777 | 33,398 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,711,393 | 32,260 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $1,572,534 | 31,288 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||