Bank of Montreal (bmo 4.25 03/29/29 Mtn)
13F holders, Q2 2026 (June 30)1holders
0new positions
0sold out
$0.99avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Bank of Montreal (bmo 4.25 03/29/29 Mtn) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($173K).
- Company
- Bank of Montreal (bmo 4.25 03/29/29 Mtn)
- Filed as
- BANK MONTREAL 03/29/2029 4.250 Call 09/29/2026 100.00 (Q2 2026)
- CUSIP
- 06376FE21
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Kelleher Financial Advisors | 0.02% | No change | 175,000 | $173K |
"% of holder's portfolio" is BANK OF MONTREAL (BMO 4.25 03/29/29 MTN)'s weight in each manager's 13F, not the share of Bank of Montreal (bmo 4.25 03/29/29 Mtn) the manager owns.