Position in BMO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$49,827,045
+$1,555,030 QoQ
Shares Held
368,162
-1.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
4.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Guardian Partners Inc. holds $337,937,624 across 10 Banks - Diversified names. BMO ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
503,889 | $81,519,162 | |
| 2 | TD |
Toronto Dominion Bank
|
702,815 | $65,579,667 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
368,162 | $49,827,045 | |
| 4 | BNS |
Bank Of Nova Scotia
|
632,459 | $43,835,733 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
376,970 | $35,717,907 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
95,888 | $28,206,414 | |
| 7 | ING |
Ing Groep NV
|
712,635 | $18,564,141 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
558,229 | $9,473,146 |
All Filings in BMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,827,045 | 368,162 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $48,272,015 | 371,924 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $44,120,103 | 338,734 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $37,972,309 | 343,237 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $33,420,190 | 349,913 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $36,652,970 | 377,671 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||