Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$516,399,239
+$88,425,674 QoQ
Shares Held
3,815,570
+15.7% QoQ
Ownership
0.545%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89%
Shared 1%
None 10%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,365,923,123 across 19 Banks - Diversified names. BMO ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
129,208,607 | $10,286,297,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,271,796 | $6,448,250,045 | |
| 3 | C |
Citigroup Inc
|
21,798,952 | $2,472,219,136 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,892,932 | $1,766,748,513 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
5,057,631 | $1,487,752,730 | |
| 6 | RY |
Royal Bank Of Canada
|
6,851,937 | $1,108,506,364 | |
| 7 | UBS |
UBS Group AG
|
27,434,247 | $1,071,856,022 | |
| 8 | BNS |
Bank Of Nova Scotia
|
10,841,415 | $751,418,467 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,399,239 | 3,815,570 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $427,973,565 | 3,297,431 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $525,452,722 | 4,034,186 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $453,242,917 | 4,096,926 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $376,164,601 | 3,938,484 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $352,775,580 | 3,634,988 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $300,083,037 | 3,326,863 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $266,912,406 | 3,183,213 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $285,029,551 | 2,917,993 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $276,422,029 | 2,793,835 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $245,648,059 | 2,911,557 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,666,968 | 2,808,847 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $249,270,783 | 2,797,338 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $232,892,280 | 2,570,555 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $223,211,802 | 2,546,917 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $243,456,561 | 2,531,523 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $288,642,268 | 2,446,743 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $239,035,954 | 2,219,049 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $216,767,239 | 2,173,541 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $221,226,120 | 2,157,041 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $198,852,026 | 2,231,284 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $160,288,876 | 2,108,232 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $129,972,001 | 2,225,167 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $107,341,262 | 2,023,398 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $100,257,991 | 1,994,787 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||