BANK OF MONTREAL /CAN/
BankPosition in FCNCA — First Citizens Bancshares Inc /De/
CIK 927971
TORONTO, A6
Position in FCNCA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$27,424,808
+$295,130 QoQ
Shares Held
13,180
-8.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 624 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $1,952,805,974 across 105 Banks - Regional names. FCNCA ranks #17 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
4,513,535 | $272,617,510 | |
| 2 | TFC |
Truist Financial Corp
|
4,442,893 | $221,344,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
819,060 | $201,668,950 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
1,818,045 | $183,404,378 | |
| 5 | WAL |
Western Alliance Bancorporation
|
1,814,642 | $149,163,570 | |
| 6 | FITB |
Fifth Third Bancorp
|
1,609,084 | $90,704,062 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
4,685,482 | $83,073,592 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,133,549 | $79,427,774 |
All Filings in FCNCA
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,424,808 | 13,180 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $27,129,678 | 14,395 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $31,317,054 | 14,592 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $29,673,216 | 16,585 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $38,131,596 | 19,490 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $41,072,463 | 22,152 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $80,915,985 | 38,294 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $40,839,632 | 22,184 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $50,422,433 | 29,949 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $36,637,080 | 22,408 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $47,856,180 | 33,726 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $41,053,832 | 29,747 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $64,950,269 | 50,606 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $41,567,910 | 42,717 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $24,635,323 | 32,485 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $25,656,511 | 32,174 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $30,978,709 | 47,384 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $29,316,350 | 44,045 | Shares | Defined | 2022-05-12 | |
| 2021-03-31 | $121,185 | 145 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $189,508 | 330 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $97,546 | 306 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $206,559 | 510 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $211,370 | 635 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||