Position in BMO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$499,221,077
+$33,412,038 QoQ
Shares Held
3,688,644
+2.8% QoQ
Ownership
0.527%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 5%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $13,911,041,836 across 18 Banks - Diversified names. BMO ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,968,884 | $5,579,886,915 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,135,112 | $1,517,836,709 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
18,474,225 | $1,470,733,050 | |
| 4 | C |
Citigroup Inc
|
7,923,659 | $898,622,163 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
9,972,221 | $822,608,508 | |
| 6 | TD |
Toronto Dominion Bank
|
7,565,982 | $705,981,778 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
5,324,030 | $631,589,676 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
3,688,644 | $499,221,077 |
All Filings in BMO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,221,077 | 3,688,644 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $465,809,039 | 3,588,944 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $463,359,945 | 3,557,466 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $392,975,679 | 3,552,162 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $340,433,741 | 3,564,378 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $349,776,739 | 3,604,088 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $320,934,486 | 3,558,032 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $295,091,375 | 3,519,277 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $352,266,703 | 3,606,334 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $357,061,397 | 3,608,868 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $302,071,681 | 3,580,321 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $334,840,037 | 3,707,674 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $331,466,474 | 3,719,745 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $341,528,204 | 3,769,627 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $323,818,317 | 3,694,869 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $356,134,818 | 3,703,180 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $410,561,789 | 3,480,222 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $383,574,762 | 3,560,850 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $351,187,726 | 3,521,385 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $338,818,651 | 3,303,614 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $294,435,725 | 3,303,812 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $250,695,087 | 3,297,318 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $192,469,419 | 3,295,145 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $175,515,606 | 3,308,494 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $169,050,163 | 3,363,513 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||