Position in BMO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,973,421
+$1,724,263 QoQ
Shares Held
95,858
+10.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 18.210269356756868.ToString("F0")%
Shared 0.ToString("F0")%
None 81.78973064324313.ToString("F0")%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Generali Asset Management SPA SGR holds $251,799,725 across 11 Banks - Diversified names. BMO ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
2,653,910 | $103,688,263 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
153,690 | $45,209,450 | |
| 3 | BAC |
Bank Of America Corp /De/
|
450,544 | $21,964,020 | |
| 4 | C |
Citigroup Inc
|
154,421 | $17,512,885 | |
| 5 | TD |
Toronto Dominion Bank
|
177,471 | $16,559,819 | |
| 6 | BMO |
Bank Of Montreal /Can/
This page
|
95,858 | $12,973,421 | |
| 7 | BNS |
Bank Of Nova Scotia
|
162,727 | $11,278,608 | |
| 8 | RY |
Royal Bank Of Canada
|
63,468 | $10,267,853 |
All Filings in BMO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||