Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$46,679,168
+$5,502,775 QoQ
Shares Held
344,903
+8.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $14,547,233,765 across 19 Banks - Diversified names. BMO ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,025,584 | $4,419,925,783 | |
| 2 | C |
Citigroup Inc
|
38,971,315 | $4,419,736,829 | |
| 3 | BAC |
Bank Of America Corp /De/
|
73,067,991 | $3,562,064,554 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,070,055 | $881,287,069 | |
| 5 | RY |
Royal Bank Of Canada
|
2,403,672 | $388,866,051 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,964,707 | $233,073,185 | |
| 7 | UBS |
UBS Group AG
|
5,101,601 | $199,319,547 | |
| 8 | BNS |
Bank Of Nova Scotia
|
1,884,493 | $130,614,206 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,679,168 | 344,903 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $41,176,393 | 317,254 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $38,948,525 | 299,029 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $36,955,506 | 334,046 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $32,370,054 | 338,918 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $32,447,015 | 334,333 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $29,451,199 | 326,510 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $26,889,769 | 320,689 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $31,507,073 | 322,554 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $31,415,525 | 317,521 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $95,578,214 | 1,132,846 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $99,474,203 | 1,101,475 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $98,359,258 | 1,103,796 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $101,603,548 | 1,121,452 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $134,101,379 | 1,530,139 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $153,944,510 | 1,600,754 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $193,497,811 | 1,640,229 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $196,427,955 | 1,823,505 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $200,424,885 | 2,009,675 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $220,989,004 | 2,154,729 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $201,305,323 | 2,258,812 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $180,626,141 | 2,375,722 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $146,121,723 | 2,501,656 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $137,651,167 | 2,594,744 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $134,873,915 | 2,683,524 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||