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BANK OF MONTREAL /CAN/

Bank

Position in M — Macy's, Inc.

CIK 927971 TORONTO, A6

Position in M

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,010,952
+$110,072 QoQ
Shares Held
42,928
-13.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 484 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 59% Shared 0% None 41%

Common Shares in M Over Time

Shares Held

Position Value (USD)

Derivatives in M

reported options exposure · as of Sep 30, 2025
CallValue
$0
CallShares
0
PutValue
$2,151,600
PutShares
120,000

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 Department Stores

Consumer Cyclical · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $2,704,110 across 3 Department Stores names. M ranks #2 (37.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 M
Macy's, Inc.
This page
42,928 $1,010,952

All Filings in M

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38 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,010,952 42,928
2026-03-31 $900,880 49,800
2025-12-31 $859,529 38,981
2025-09-30 $810,828 45,222
2025-09-30 $2,151,600 120,000
2025-06-30 $1,399,200 120,000
2025-06-30 $1,249,519 107,163
2025-03-31 $633,664 50,451
2024-12-31 $956,899 56,521
2024-09-30 $845,376 53,880
2024-06-30 $1,069,151 55,685
2024-03-31 $1,499,250 75,000
2024-03-31 $1,129,114 56,484
2023-12-31 $5,306,828 263,759
2023-12-31 $4,124,600 205,000
2023-09-30 $3,744,073 322,487
2023-09-30 $2,380,050 205,000
2023-06-30 $5,868,231 365,622
2023-06-30 $3,290,250 205,000
2023-03-31 $13,576,874 776,265
2023-03-31 $3,585,450 205,000
2022-12-31 $2,357,506 114,165
2022-12-31 $2,271,500 110,000
2022-12-31 $3,304,000 160,000
2022-09-30 $31,868,248 2,033,711
2022-06-30 $6,197,378 338,285
2022-03-31 $4,402,094 180,710
2021-12-31 $32,168,019 1,228,725
2021-09-30 $22,156,992 980,398
2021-06-30 $22,862,516 1,205,829
2021-03-31 $1,768,625 109,242
2020-12-31 $1,620,000 144,000
2020-12-31 $2,777,409 246,881
2020-09-30 $1,197,727 210,128
2020-09-30 $999,780 175,400
2020-06-30 $810,464 117,800
2020-06-30 $1,216,746 176,853
2020-03-31 $2,913,527 593,387