Position in BMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$43,085,082
+$4,014,269 QoQ
Shares Held
318,347
+5.8% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Purpose Unlimited Inc. holds $240,316,636 across 11 Banks - Diversified names. BMO ranks #4 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
378,169 | $61,180,179 | |
| 2 | BNS |
Bank Of Nova Scotia
|
780,376 | $54,087,859 | |
| 3 | TD |
Toronto Dominion Bank
|
544,286 | $50,787,325 | |
| 4 | BMO |
Bank Of Montreal /Can/
This page
|
318,347 | $43,085,082 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
289,033 | $27,385,875 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
11,484 | $3,378,132 | |
| 7 | C |
Citigroup Inc
|
2,653 | $300,876 | |
| 8 | BAC |
Bank Of America Corp /De/
|
1,342 | $65,421 |
All Filings in BMO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||