BANK OF MONTREAL /CAN/

Bank

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 927971 TORONTO, A6

Back to SMFG Full portfolio

Position in SMFG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,463,343

+$10,663,845 QoQ

Shares Held

486,147

+1100.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#36

of 460 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in SMFG Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $39,095,373,575 across 18 Banks - Diversified names. SMFG ranks #14 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	60,568,915	$12,535,948,333
2	TD	Toronto Dominion Bank	62,731,681	$7,617,508,021
3	BMO	Bank Of Montreal /Can/	28,128,121	$4,970,238,978
4	CM	Canadian Imperial Bank Of Commerce /Can/	42,547,730	$4,892,988,950
5	BNS	Bank Of Nova Scotia	51,924,070	$4,509,086,235
6	JPM	Jpmorgan Chase & Co	5,811,029	$1,902,124,118
7	BAC	Bank Of America Corp /De/	19,984,898	$1,138,739,484
8	C	Citigroup Inc	5,618,362	$786,345,942

All Filings in SMFG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,463,343	486,147	+1100.9%	Shares	Defined	2026-08-12
2026-03-31	$799,498	40,481	-9.5%	Shares	Defined	2026-05-13
2025-12-31	$864,823	44,740	-62.6%	Shares	Defined	2026-02-12
2025-09-30	$2,003,023	119,655	+8.6%	Shares	Defined	2025-11-13
2025-06-30	$1,665,074	110,197	+3.8%	Shares	Defined	2025-08-05
2025-03-31	$1,641,247	106,161	+3.0%	Shares	Defined	2025-05-13
2024-12-31	$1,493,787	103,091	-3.5%	Shares	Defined	2025-02-13
2024-09-30	$1,349,261	106,830	-3.7%	Shares	Defined	2024-11-13
2024-06-30	$1,488,012	110,963	-55.6%	Shares	Defined	2024-08-14
2024-03-31	$2,940,097	249,796	+4.5%	Shares	Defined	2024-05-13
2023-12-31	$2,314,371	239,088	-27.3%	Shares	Defined	2024-02-08
2023-09-30	$3,239,495	328,883	-1.4%	Shares	Defined	2023-11-01
2023-06-30	$2,869,553	333,669	-14.0%	Shares	Defined	2023-08-02
2023-03-31	$3,102,112	387,764	-5.4%	Shares	Defined	2024-06-13
2022-12-31	$3,288,503	410,038	-0.5%	Shares	Defined	2023-02-01
2022-09-30	$2,266,092	412,017	-0.8%	Shares	Defined	2022-11-10
2022-06-30	$2,451,395	415,491	-16.2%	Shares	Defined	2022-08-11
2022-03-31	$3,107,711	495,648	-0.9%	Shares	Defined	2022-05-12
2021-12-31	$3,397,518	500,371	+1.3%	Shares	Defined	2022-02-11
2021-09-30	$3,463,093	494,022	-0.1%	Shares	Defined	2021-11-12
2021-06-30	$3,405,966	494,335	+883.5%	Shares	Defined	2021-08-12
2021-03-31	$364,420	50,265	-0.8%	Shares	Defined	2021-05-13
2020-12-31	$312,509	50,650	+10.3%	Shares	Defined	2021-02-12
2020-09-30	$256,803	45,940	-11.6%	Shares	Defined	2020-11-12
2020-06-30	$291,951	51,949	+26.5%	Shares	Defined	2020-08-12
2020-03-31	$196,675	41,060	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.