Position in BMO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,237,552
+$541,878 QoQ
Shares Held
12,663
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#233
of 654 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $31,578,924 across 10 Banks - Diversified names. BMO ranks #7 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,303 | $8,282,430 | |
| 2 | RY |
Royal Bank Of Canada
|
25,240 | $5,223,922 | |
| 3 | BAC |
Bank Of America Corp /De/
|
62,517 | $3,562,218 | |
| 4 | UBS |
UBS Group AG
|
57,440 | $2,846,726 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,834 | $2,382,841 | |
| 6 | C |
Citigroup Inc
|
16,000 | $2,239,360 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
12,663 | $2,237,552 | |
| 8 | BNS |
Bank Of Nova Scotia
|
22,305 | $1,936,966 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,237,552 | 12,663 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,695,674 | 12,529 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,654,303 | 12,746 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,686,607 | 12,949 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,448,478 | 13,093 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,282,317 | 13,426 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,310,757 | 13,506 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,217,249 | 13,495 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,154,530 | 13,769 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $1,308,521 | 13,396 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,334,403 | 13,487 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $1,135,113 | 13,454 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,199,497 | 13,282 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $1,126,974 | 12,647 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,164,663 | 12,855 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,126,612 | 12,855 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,186,833 | 12,341 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,401,011 | 11,876 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,026,679 | 9,531 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $962,893 | 9,655 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $999,960 | 9,750 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $872,217 | 9,787 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $751,860 | 9,889 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $542,570 | 9,289 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $498,298 | 9,393 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $472,092 | 9,393 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||