LOUISBOURG INVESTMENTS INC.

Position in BMO — Bank Of Montreal /Can/

CIK 2053050 DIEPPE, A3

Position in BMO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,488,167

+$351,311 QoQ

Shares Held

8,422

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#257

of 654 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LOUISBOURG INVESTMENTS INC. holds $25,901,881 across 8 Banks - Diversified names. BMO ranks #6 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BNS	Bank Of Nova Scotia	62,704	$5,445,215
2	RY	Royal Bank Of Canada	25,705	$5,320,163
3	TD	Toronto Dominion Bank	37,773	$4,586,775
4	BNY	Bank of New York Mellon Corp	29,885	$4,321,669
5	WFC	Wells Fargo & Company/Mn	32,092	$2,652,082
6	BMO	Bank Of Montreal /Can/ This page	8,422	$1,488,167
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	44,652	$1,052,894
8	MUFG	Mitsubishi Ufj Financial Group Inc	52,032	$1,034,916

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,488,167	8,422	+0.3%	Shares	Sole	2026-07-23
2026-03-31	$1,136,856	8,400	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,090,236	8,400	-0.3%	Shares	Sole	2026-01-16
2025-09-30	$1,097,747	8,428	0.0%	Shares	Sole	2025-10-09
2025-06-30	$932,389	8,428	0.0%	Shares	Sole	2025-07-24
2025-03-31	$804,958	8,428	0.0%	Shares	Sole	2025-04-17
2024-12-31	$817,937	8,428	0.0%	Shares	Sole	2025-01-29
2024-09-30	$760,205	8,428	0.0%	Shares	Sole	2025-01-29
2024-06-30	$706,687	8,428	0.0%	Shares	Sole	2025-01-29
2024-03-31	$823,247	8,428	0.0%	Shares	Sole	2025-01-29
2023-12-31	$833,866	8,428	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.