Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,725,214
+$2,095,151 QoQ
Shares Held
55,038
-2.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#147
of 654 holders
Holding Since
Mar 2023
14 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, 2026Harvest Portfolios Group Inc. holds $200,335,823 across 10 Banks - Diversified names. BMO ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
227,429 | $47,070,980 | |
| 2 | TD |
Toronto Dominion Bank
|
368,903 | $44,795,891 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
101,104 | $33,094,372 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
355,259 | $29,358,603 | |
| 5 | BNS |
Bank Of Nova Scotia
|
112,832 | $9,798,330 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
55,038 | $9,725,214 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
78,829 | $9,065,335 | |
| 8 | BAC |
Bank Of America Corp /De/
|
111,439 | $6,349,794 |
All Filings in BMO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,725,214 | 55,038 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,630,063 | 56,377 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,786,525 | 36,879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,287,309 | 32,916 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,502,103 | 31,656 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,926,808 | 30,644 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,978,270 | 30,688 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,869,442 | 31,812 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,620,983 | 31,258 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,985,296 | 30,562 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,018,164 | 30,505 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,607,539 | 30,906 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,679,497 | 29,670 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,384,672 | 26,761 | Shares | Sole | 2023-05-18 | |
| No filing history on record for this holder in this stock. | ||||||