Position in BMO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$42,344,741
-$17,279,566 QoQ
Shares Held
239,642
-45.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
#6
of 190 holders
Holding Since
Mar 2020
26 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, 2026Value Partners Investments Inc. holds $221,337,788 across 6 Banks - Diversified names. BMO ranks #4 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNS |
Bank Of Nova Scotia
|
679,868 | $59,039,737 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
474,658 | $54,585,670 | |
| 3 | RY |
Royal Bank Of Canada
|
228,376 | $47,266,980 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
239,642 | $42,344,741 | |
| 5 | UBS |
UBS Group AG
|
238,892 | $11,839,487 | |
| 6 | TD |
Toronto Dominion Bank
|
51,562 | $6,261,173 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,344,741 | 239,642 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $59,624,307 | 440,552 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $60,396,219 | 465,338 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $66,599,560 | 511,321 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $56,074,143 | 506,862 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $48,531,973 | 508,135 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,459,450 | 56,254 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $68,599,264 | 760,524 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $63,571,464 | 758,157 | Shares | Sole | 2025-02-21 | |
| 2024-03-31 | $74,154,065 | 759,153 | Shares | Sole | 2025-02-21 | |
| 2023-12-31 | $76,669,595 | 774,910 | Shares | Sole | 2024-05-02 | |
| 2023-09-30 | $65,158,444 | 772,294 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $59,976,406 | 664,117 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $58,943,591 | 661,470 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $55,834,605 | 616,276 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $53,972,392 | 615,842 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $52,875,227 | 549,810 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $64,787,472 | 549,186 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $68,197,855 | 633,103 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $63,125,399 | 632,963 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $70,251,446 | 684,979 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $62,290,334 | 698,949 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $61,889,940 | 814,020 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $51,470,132 | 881,187 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $57,291,824 | 1,079,959 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $38,804,841 | 772,082 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||