Position in BMO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,668,346
+$640,006 QoQ
Shares Held
15,101
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#220
of 654 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Union Bancaire Privee, UBP SA holds $218,229,726 across 6 Banks - Diversified names. BMO ranks #4 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
570,073 | $186,601,995 | |
| 2 | BAC |
Bank Of America Corp /De/
|
279,137 | $15,905,226 | |
| 3 | C |
Citigroup Inc
|
91,863 | $12,857,145 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
15,101 | $2,668,346 | |
| 5 | TD |
Toronto Dominion Bank
|
1,133 | $137,580 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
411 | $59,434 |
All Filings in BMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,668,346 | 15,101 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $2,028,340 | 14,987 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $1,928,938 | 14,862 | Shares | Defined | 2026-01-05 | |
| 2025-09-30 | $2,914,995 | 22,380 | Shares | Defined | 2025-10-07 | |
| 2025-06-30 | $2,869,963 | 25,942 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $2,668,931 | 27,944 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $3,217,983 | 33,158 | Shares | Defined | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||