Position in BMO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$39,288,522
-$8,195,018 QoQ
Shares Held
290,295
-20.7% QoQ
Ownership
0.041%
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, 2026WELLS FARGO & COMPANY/MN holds $11,158,964,030 across 19 Banks - Diversified names. BMO ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,000,631 | $6,765,865,613 | |
| 2 | BAC |
Bank Of America Corp /De/
|
32,588,899 | $1,588,708,824 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,994,236 | $1,066,986,214 | |
| 4 | C |
Citigroup Inc
|
9,291,487 | $1,053,747,539 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,710,563 | $215,787,918 | |
| 6 | BCS |
Barclays PLC
|
3,171,897 | $67,117,338 | |
| 7 | ING |
Ing Groep NV
|
2,332,373 | $60,758,316 | |
| 8 | SAN |
Banco Santander, S.A.
|
4,173,022 | $47,071,686 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,288,522 | 290,295 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $47,483,540 | 365,849 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $61,203,301 | 469,891 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $51,394,714 | 464,564 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $44,389,417 | 464,762 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $43,874,945 | 452,086 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,135,631 | 79,109 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,917,540 | 82,499 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,844,143 | 70,067 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,744,782 | 108,599 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,896,384 | 129,150 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,887,775 | 131,633 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $11,604,793 | 130,230 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,107,202 | 100,521 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,826,716 | 77,895 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,984,730 | 72,629 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $19,541,611 | 165,649 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,441,691 | 78,367 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,700,562 | 197,539 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,202,101 | 187,228 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,516,142 | 106,779 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $8,461,908 | 111,297 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $6,712,358 | 114,918 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $7,309,917 | 137,793 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,640,312 | 271,395 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||