Position in BMO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,001,547
+$1,173,620 QoQ
Shares Held
22,646
+8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#199
of 653 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $873,814,131 across 19 Banks - Diversified names. BMO ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,421,239 | $465,214,159 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,777,314 | $158,251,349 | |
| 3 | C |
Citigroup Inc
|
706,285 | $98,851,645 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
691,880 | $57,176,961 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
340,506 | $49,240,570 | |
| 6 | RY |
Royal Bank Of Canada
|
42,172 | $8,728,337 | |
| 7 | TD |
Toronto Dominion Bank
|
57,696 | $7,006,024 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
22,646 | $4,001,547 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,001,547 | 22,646 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,827,927 | 20,895 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,708,586 | 20,869 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,776,669 | 21,318 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,155,514 | 19,484 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $2,210,291 | 23,142 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,408,390 | 24,816 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $2,184,011 | 24,213 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,920,667 | 22,906 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,578,360 | 26,396 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,793,270 | 28,232 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,822,426 | 33,453 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,546,106 | 28,193 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $2,573,849 | 28,884 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,614,984 | 28,863 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,569,865 | 29,323 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,692,083 | 27,993 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,888,862 | 36,505 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $3,773,966 | 35,035 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $3,539,215 | 35,488 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $3,737,283 | 36,440 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $3,399,212 | 38,142 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,698,986 | 35,499 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,297,962 | 39,342 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,901,094 | 35,836 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,554,589 | 57,106 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||