Position in BMO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,587,143
+$7,347,050 QoQ
Shares Held
42,938
+2320.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#165
of 654 holders
Holding Since
Mar 2025
5 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, 2026J. Safra Sarasin Holding AG holds $282,941,676 across 11 Banks - Diversified names. BMO ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
414,297 | $85,747,048 | |
| 2 | UBS |
UBS Group AG
|
1,104,367 | $54,732,427 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
348,419 | $50,384,868 | |
| 4 | C |
Citigroup Inc
|
258,051 | $36,116,813 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
73,960 | $24,209,324 | |
| 6 | BAC |
Bank Of America Corp /De/
|
323,982 | $18,460,492 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
42,938 | $7,587,143 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
16,643 | $1,913,945 |
All Filings in BMO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,587,143 | 42,938 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $240,093 | 1,774 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $200,525 | 1,545 | Shares | Defined | 2026-01-15 | |
| 2025-06-30 | $620,081 | 5,605 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $529,125 | 5,540 | Shares | Defined | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||