TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Position in BMO — Bank Of Montreal /Can/
CIK 882928
CHARLOTTE, NC
Position in BMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,002,065
+$213,439 QoQ
Shares Held
5,671
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#284
of 653 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC holds $112,933,843 across 9 Banks - Diversified names. BMO ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
242,256 | $79,297,656 | |
| 2 | BAC |
Bank Of America Corp /De/
|
231,410 | $13,185,741 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
91,757 | $7,582,798 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
42,686 | $6,172,822 | |
| 5 | C |
Citigroup Inc
|
18,467 | $2,584,641 | |
| 6 | RY |
Royal Bank Of Canada
|
10,985 | $2,273,565 | |
| 7 | BMO |
Bank Of Montreal /Can/
This page
|
5,671 | $1,002,065 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
7,092 | $674,378 |
All Filings in BMO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,065 | 5,671 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $788,626 | 5,827 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||