Position in BMO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$78,848,310
+$11,718,453 QoQ
Shares Held
446,227
-10.0% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
6.86%
of 13F equity value
Holder Rank
#71
of 654 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66%
Shared 34%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BANK OF NOVA SCOTIA TRUST CO holds $331,429,488 across 8 Banks - Diversified names. BMO ranks #3 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
568,025 | $117,564,133 | |
| 2 | TD |
Toronto Dominion Bank
|
719,332 | $87,348,484 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
446,227 | $78,848,310 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
61,976 | $20,286,603 | |
| 5 | BNS |
Bank Of Nova Scotia
|
215,934 | $18,751,708 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
69,151 | $7,952,365 | |
| 7 | BAC |
Bank Of America Corp /De/
|
8,171 | $465,583 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
2,569 | $212,302 |
All Filings in BMO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,848,310 | 446,227 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $67,129,857 | 496,009 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $66,381,873 | 511,456 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $65,841,244 | 505,499 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $56,452,497 | 510,282 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $48,359,004 | 506,324 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $48,875,738 | 503,614 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $44,939,534 | 498,221 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $39,235,930 | 467,930 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $45,653,678 | 467,380 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $45,887,580 | 463,792 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $37,886,938 | 449,057 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $56,069,504 | 620,856 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $54,626,300 | 613,021 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $55,779,973 | 615,673 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $55,026,788 | 627,873 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $60,074,512 | 624,670 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $74,313,903 | 629,939 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $69,975,019 | 649,601 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $66,800,649 | 669,815 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $70,125,092 | 683,747 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $61,449,309 | 689,512 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $52,410,975 | 689,346 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $40,257,981 | 689,231 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $32,088,999 | 638,460 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||