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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in BMO — Bank Of Montreal /Can/

CIK 70858 CHARLOTTE, NC
Back to BMO Full portfolio

Position in BMO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$104,011,447
-$116,765,443 QoQ
Shares Held
588,633
-63.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 0% None 16%

Common Shares in BMO Over Time

Shares Held

Position Value (USD)

Derivatives in BMO

reported options exposure · as of Jun 30, 2025
CallValue
$13,828,750
CallShares
125,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

BANK OF AMERICA CORP /DE/ holds $36,232,648,757 across 20 Banks - Diversified names. BMO ranks #17 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 69,666,753 $22,804,018,254
2 C
Citigroup Inc
 27,014,016 $3,780,881,676
3 WFC
Wells Fargo & Company/Mn
 40,883,892 $3,378,644,831
4 BNY
Bank of New York Mellon Corp
 17,283,991 $2,499,437,935
5 BAC
Bank Of America Corp /De/
 9,860,659 $561,860,347
6 TD
Toronto Dominion Bank
 4,485,484 $544,672,317
7 UBS
UBS Group AG
 10,325,213 $511,717,552
8 CM
Canadian Imperial Bank Of Commerce /Can/
 2,378,121 $273,483,915

All Filings in BMO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $104,011,447 588,633
2026-03-31 $220,776,890 1,631,276
2025-12-31 $311,791,657 2,402,278
2025-09-30 $407,507,310 3,128,655
2025-06-30 $382,554,110 3,457,960
2025-06-30 $13,828,750 125,000
2025-03-31 $348,219,235 3,645,893
2025-03-31 $11,938,750 125,000
2024-12-31 $31,541,250 325,000
2024-12-31 $169,230,449 1,743,745
2024-09-30 $18,040 200
2024-09-30 $29,315,000 325,000
2024-09-30 $166,599 1,847
2024-06-30 $27,251,250 325,000
2024-06-30 $369,454,667 4,406,138
2024-06-30 $16,770 200
2024-03-31 $19,536 200
2024-03-31 $39,420,717 403,570
2024-03-31 $31,746,000 325,000
2023-12-31 $357,906,936 3,617,414
2023-12-31 $7,440,288 75,200
2023-12-31 $101,908,200 1,030,000
2023-09-30 $14,781,624 175,200
2023-09-30 $153,579,718 1,820,312
2023-09-30 $84,791,850 1,005,000
2023-06-30 $117,854,550 1,305,000
2023-06-30 $15,804,250 175,000
2023-06-30 $155,799,917 1,725,168
2023-03-31 $116,288,550 1,305,000
2023-03-31 $15,594,250 175,000
2023-03-31 $175,786,669 1,972,693
2022-12-31 $242,440,160 2,675,940
2022-12-31 $158,550,000 1,750,000
2022-12-31 $6,342,000 70,000
2022-09-30 $6,134,800 70,000
2022-09-30 $109,550,000 1,250,000
2022-09-30 $263,169,156 3,002,843
2022-06-30 $228,858,630 2,379,730
2022-06-30 $6,731,900 70,000
2022-06-30 $24,042,500 250,000
2022-03-31 $23,594,000 200,000
2022-03-31 $8,257,900 70,000
2022-03-31 $333,868,781 2,830,116
2021-12-31 $40,233,420 373,500
2021-12-31 $7,540,400 70,000
2021-12-31 $133,973,299 1,243,718
2021-09-30 $37,249,155 373,500
2021-09-30 $113,751,437 1,140,594
2021-09-30 $6,981,100 70,000
2021-06-30 $7,179,200 70,000