Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,874,292
+$9,789,210 QoQ
Shares Held
299,232
-6.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#83
of 656 holders
Holding Since
Dec 2025
3 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, 2026Purpose Unlimited Inc. holds $311,381,466 across 11 Banks - Diversified names. BMO ranks #4 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
389,704 | $80,657,036 | |
| 2 | BNS |
Bank Of Nova Scotia
|
762,723 | $66,234,864 | |
| 3 | TD |
Toronto Dominion Bank
|
526,435 | $63,925,001 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
299,232 | $52,874,292 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
290,557 | $33,414,055 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
42,219 | $13,819,544 | |
| 7 | C |
Citigroup Inc
|
2,414 | $337,863 | |
| 8 | BAC |
Bank Of America Corp /De/
|
1,298 | $73,958 |
All Filings in BMO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,874,292 | 299,232 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,085,082 | 318,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $39,070,813 | 301,031 | Shares | Sole | 2026-03-20 | |
| No filing history on record for this holder in this stock. | ||||||