Position in BMO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$298,236,977
-$197,224,144 QoQ
Shares Held
2,203,613
-42.3% QoQ
Ownership
0.315%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $39,492,338,344 across 19 Banks - Diversified names. BMO ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
68,544,442 | $20,163,033,047 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,670,801 | $5,297,701,540 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
51,687,402 | $4,114,834,062 | |
| 4 | C |
Citigroup Inc
|
27,842,086 | $3,157,570,964 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,904,970 | $1,175,026,583 | |
| 6 | SAN |
Banco Santander, S.A.
|
78,079,188 | $880,733,235 | |
| 7 | RY |
Royal Bank Of Canada
|
5,189,064 | $839,486,766 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
7,658,493 | $631,749,084 |
All Filings in BMO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,236,977 | 2,203,613 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $495,461,121 | 3,817,406 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $285,128,709 | 2,189,088 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $280,214,280 | 2,532,896 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $252,845,242 | 2,647,317 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $148,899,637 | 1,534,257 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $189,978,153 | 2,106,188 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $149,886,398 | 1,787,554 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $141,702,223 | 1,450,678 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $126,031,548 | 1,273,818 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $148,066,055 | 1,754,961 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $106,075,501 | 1,174,571 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $146,250,623 | 1,641,237 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $173,286,085 | 1,912,650 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $109,547,979 | 1,249,977 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $205,707,386 | 1,909,649 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $82,130,644 | 823,530 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $68,376,339 | 666,696 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $104,465,391 | 1,172,188 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $41,579,588 | 546,884 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $35,752,993 | 612,104 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $36,749,802 | 692,739 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $60,829,224 | 1,210,291 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||