Position in BMO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$622,990,455
+$32,403,904 QoQ
Shares Held
4,603,151
+1.2% QoQ
Ownership
0.657%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Legal & General Group Plc holds $16,729,854,682 across 12 Banks - Diversified names. BMO ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,847,278 | $5,544,115,296 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,875,806 | $2,187,695,541 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,590,156 | $1,639,182,318 | |
| 4 | C |
Citigroup Inc
|
13,623,331 | $1,545,021,967 | |
| 5 | RY |
Royal Bank Of Canada
|
8,645,599 | $1,398,685,006 | |
| 6 | TD |
Toronto Dominion Bank
|
10,367,941 | $967,432,572 | |
| 7 | UBS |
UBS Group AG
|
23,402,544 | $914,337,392 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
5,794,259 | $687,372,944 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $622,990,455 | 4,603,151 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $590,586,551 | 4,550,324 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $589,467,995 | 4,525,666 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $481,101,437 | 4,348,743 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $413,768,898 | 4,332,205 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $411,964,632 | 4,244,870 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $374,086,819 | 4,147,304 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $449,008,699 | 5,354,904 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $527,712,585 | 5,402,463 | Shares | Defined | 2024-07-01 | |
| 2023-12-31 | $533,769,821 | 5,394,884 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $356,405,118 | 4,224,311 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $360,047,004 | 3,986,790 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $329,931,200 | 3,702,516 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $338,624,476 | 3,737,577 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $351,309,934 | 4,008,557 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $397,325,873 | 4,131,495 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $473,621,473 | 4,014,762 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $399,753,982 | 3,711,047 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $368,634,292 | 3,696,323 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $377,457,721 | 3,680,360 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $300,489,646 | 3,371,742 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $253,970,991 | 3,340,405 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $179,999,350 | 3,081,653 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $167,578,371 | 3,158,876 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $155,740,259 | 3,098,692 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||