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BANK OF MONTREAL /CAN/

Bank

Position in CHTR — Charter Communications, Inc. /Mo/

CIK 927971 TORONTO, A6

Position in CHTR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$11,438,232
-$4,430,024 QoQ
Shares Held
80,432
+9.4% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#105
of 777 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in CHTR Over Time

Shares Held

Position Value (USD)

Derivatives in CHTR

reported options exposure · as of Mar 31, 2023
CallValue
$0
CallShares
0
PutValue
$14,304,400
PutShares
40,000

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 Telecom Services

Communication Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $3,417,531,818 across 25 Telecom Services names. CHTR ranks #11 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CHTR

Export CSV
28 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,438,232 80,432
2026-03-31 $15,868,256 73,505
2025-12-31 $18,003,016 86,242
2025-09-30 $23,534,007 85,544
2025-06-30 $37,839,859 92,561
2025-03-31 $33,961,510 92,154
2024-12-31 $43,987,328 128,329
2024-09-30 $55,481,196 171,196
2024-06-30 $41,358,423 138,341
2024-03-31 $38,959,821 134,053
2023-12-31 $65,002,451 167,239
2023-09-30 $40,184,151 91,365
2023-06-30 $27,926,363 76,017
2023-03-31 $28,650,280 80,116
2023-03-31 $14,304,400 40,000
2022-12-31 $25,543,384 75,327
2022-12-31 $13,564,000 40,000
2022-09-30 $19,183,245 63,238
2022-06-30 $35,314,509 75,373
2022-03-31 $38,162,940 69,957
2021-12-31 $59,541,809 91,326
2021-09-30 $178,247,103 244,993
2021-06-30 $126,129,657 174,828
2021-03-31 $93,482,228 151,506
2020-12-31 $131,297,825 198,470
2020-09-30 $109,532,333 175,437
2020-06-30 $87,029,141 170,632
2020-03-31 $36,754,314 84,239