Position in BMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$350,371,032
+$108,535,793 QoQ
Shares Held
2,588,821
+38.9% QoQ
Ownership
0.370%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Derivatives in BMO
reported options exposure · as of Dec 31, 2025CallValue
$11,421,520
CallShares
88,000
PutValue
$11,421,520
PutShares
88,000
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 Mar 31, 2026GOLDMAN SACHS GROUP INC holds $18,493,018,904 across 19 Banks - Diversified names. BMO ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,448,974 | $6,897,750,188 | |
| 2 | BAC |
Bank Of America Corp /De/
|
59,609,158 | $2,905,946,450 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
21,274,059 | $1,693,627,834 | |
| 4 | C |
Citigroup Inc
|
10,089,331 | $1,144,231,025 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,667,424 | $790,956,506 | |
| 6 | RY |
Royal Bank Of Canada
|
4,674,744 | $756,280,082 | |
| 7 | UBS |
UBS Group AG
|
15,344,986 | $599,528,600 | |
| 8 | TD |
Toronto Dominion Bank
|
6,177,181 | $576,392,757 |
All Filings in BMO
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,371,032 | 2,588,821 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,421,520 | 88,000 | Call | Defined | 2026-03-25 | |
| 2025-12-31 | $241,835,239 | 1,863,281 | Shares | Defined | 2026-03-25 | |
| 2025-12-31 | $11,421,520 | 88,000 | Put | Defined | 2026-03-25 | |
| 2025-09-30 | $11,462,000 | 88,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $11,462,000 | 88,000 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $448,679,989 | 3,444,760 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $606,787,515 | 5,484,837 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $9,735,440 | 88,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $9,735,440 | 88,000 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $390,015,561 | 4,083,505 | Shares | Defined | 2025-06-27 | |
| 2025-03-31 | $8,404,880 | 88,000 | Put | Defined | 2025-06-27 | |
| 2025-03-31 | $8,404,880 | 88,000 | Call | Defined | 2025-06-27 | |
| 2024-12-31 | $132,031,088 | 1,360,444 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $166,508,297 | 1,845,990 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $241,376,813 | 2,878,674 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $439,884,687 | 4,503,324 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $273,232,207 | 2,761,595 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $175,369,203 | 2,078,573 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $140,885,405 | 1,560,020 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $112,321,995 | 1,260,487 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $104,062,163 | 1,148,589 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $97,788,360 | 1,115,796 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $287,301,718 | 2,987,436 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $164,153,601 | 1,391,486 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $147,463,832 | 1,368,955 | Shares | Defined | 2022-02-17 | |
| 2021-12-31 | $53,860,000 | 500,000 | Call | Defined | 2022-02-17 | |
| 2021-09-30 | $99,699,780 | 999,697 | Shares | Defined | 2022-01-20 | |
| 2021-09-30 | $49,865,000 | 500,000 | Call | Defined | 2022-01-20 | |
| 2021-06-30 | $51,280,000 | 500,000 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $99,136,544 | 966,620 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $125,675,418 | 1,410,182 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $44,560,000 | 500,000 | Call | Defined | 2021-05-17 | |
| 2020-12-31 | $760,300 | 10,000 | Call | Defined | 2021-02-12 | |
| 2020-12-31 | $74,775,352 | 983,498 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $133,589,158 | 2,287,094 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $51,344,441 | 967,850 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $160,813,904 | 3,199,640 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||