Position in BMO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$18,924,039
+$5,950,618 QoQ
Shares Held
107,097
+11.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#119
of 654 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Generali Asset Management SPA SGR holds $306,866,625 across 11 Banks - Diversified names. BMO ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
2,491,590 | $123,483,200 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
163,433 | $53,496,523 | |
| 3 | BAC |
Bank Of America Corp /De/
|
445,856 | $25,404,874 | |
| 4 | C |
Citigroup Inc
|
177,504 | $24,843,459 | |
| 5 | TD |
Toronto Dominion Bank
|
193,779 | $23,530,583 | |
| 6 | BMO |
Bank Of Montreal /Can/
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|
107,097 | $18,924,039 | |
| 7 | BNS |
Bank Of Nova Scotia
|
191,504 | $16,630,207 | |
| 8 | RY |
Royal Bank Of Canada
|
59,265 | $12,266,077 |
All Filings in BMO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,924,039 | 107,097 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $12,973,421 | 95,858 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,249,158 | 86,672 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,814,598 | 75,352 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $10,645,261 | 96,224 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $8,878,800 | 92,962 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,946,936 | 71,581 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||