Position in BMO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$161,769,330
+$5,765,904 QoQ
Shares Held
1,195,281
-0.6% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026ACADIAN ASSET MANAGEMENT LLC holds $4,986,479,044 across 16 Banks - Diversified names. BMO ranks #9 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNS |
Bank Of Nova Scotia
|
15,020,030 | $1,041,038,279 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
3,127,513 | $919,989,224 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
6,828,789 | $647,027,757 | |
| 4 | TD |
Toronto Dominion Bank
|
5,480,221 | $511,359,421 | |
| 5 | C |
Citigroup Inc
|
3,969,463 | $450,176,798 | |
| 6 | BAC |
Bank Of America Corp /De/
|
7,703,316 | $375,536,655 | |
| 7 | BCS |
Barclays PLC
|
15,781,238 | $333,930,996 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
1,683,589 | $199,724,163 |
All Filings in BMO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,769,330 | 1,195,281 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $156,003,426 | 1,201,968 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $389,665,017 | 2,991,670 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $40,811,407 | 368,900 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,146,120 | 12,000 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $702,836 | 7,242 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $526,948 | 5,842 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,491,356 | 17,786 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $4,102 | 42 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $132,777 | 1,342 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,302,841 | 15,442 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,793 | 42 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $404,737 | 4,542 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $3,805 | 42 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,680 | 42 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,039 | 42 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $4,954 | 42 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $790,880 | 7,342 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $452,973 | 4,542 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,455,103 | 43,439 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $30,531,086 | 342,584 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $19,994,673 | 262,984 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $28,546,310 | 488,723 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $66,150,697 | 1,246,950 | Shares | Defined | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||