Position in BMO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$235,791,128
+$59,502,119 QoQ
Shares Held
1,334,415
+2.4% QoQ
Ownership
0.192%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#37
of 656 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026DEUTSCHE BANK AG\ holds $10,094,419,122 across 17 Banks - Diversified names. BMO ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,909,780 | $2,589,108,278 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,403,518 | $2,359,172,447 | |
| 3 | UBS |
UBS Group AG
|
24,147,522 | $1,196,751,187 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,399,699 | $859,431,120 | |
| 5 | C |
Citigroup Inc
|
5,844,492 | $817,995,091 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,983,505 | $576,054,654 | |
| 7 | RY |
Royal Bank Of Canada
|
2,609,254 | $540,037,295 | |
| 8 | TD |
Toronto Dominion Bank
|
3,630,158 | $440,810,081 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,791,128 | 1,334,415 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $176,289,009 | 1,302,564 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $188,281,418 | 1,450,662 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $179,151,709 | 1,375,445 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $139,066,555 | 1,257,042 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $103,107,723 | 1,079,549 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $98,666,754 | 1,016,659 | Shares | Defined | 2025-06-30 | |
| 2024-09-30 | $84,782,495 | 939,939 | Shares | Defined | 2025-06-26 | |
| 2024-06-30 | $69,748,440 | 831,824 | Shares | Defined | 2025-06-12 | |
| 2024-03-31 | $74,826,785 | 766,040 | Shares | Defined | 2025-06-02 | |
| 2023-12-31 | $72,737,025 | 735,163 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $60,524,167 | 717,366 | Shares | Defined | 2023-11-24 | |
| 2023-06-30 | $74,603,733 | 826,085 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $64,902,553 | 728,342 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $68,256,498 | 753,383 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $69,417,976 | 792,081 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $119,596,816 | 1,243,598 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $96,595,602 | 818,815 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $83,478,580 | 774,959 | Shares | Defined | 2022-02-16 | |
| 2021-09-30 | $98,366,686 | 986,330 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $71,355,295 | 695,742 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $56,862,209 | 638,041 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $45,039,180 | 592,387 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $39,496,372 | 676,192 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $31,159,657 | 587,364 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $27,561,625 | 548,381 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||