Position in BMO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$176,289,009
-$11,992,409 QoQ
Shares Held
1,302,564
-10.2% QoQ
Ownership
0.186%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026DEUTSCHE BANK AG\ holds $9,712,663,327 across 14 Banks - Diversified names. BMO ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,311,386 | $2,444,877,297 | |
| 2 | BAC |
Bank Of America Corp /De/
|
46,138,066 | $2,249,230,710 | |
| 3 | UBS |
UBS Group AG
|
31,922,626 | $1,247,216,995 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
11,859,256 | $944,115,363 | |
| 5 | C |
Citigroup Inc
|
7,709,106 | $874,289,702 | |
| 6 | TD |
Toronto Dominion Bank
|
4,643,057 | $433,243,645 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,514,560 | $416,932,248 | |
| 8 | RY |
Royal Bank Of Canada
|
2,416,229 | $390,897,525 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-02-14 | |
| 2024-09-30 | $84,782,495 | 939,939 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $69,748,440 | 831,824 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $74,826,785 | 766,040 | Shares | Defined | 2024-05-15 | |
| 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. | ||||||