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Equibles

SCOTIA CAPITAL INC.

Position in BMO — Bank Of Montreal /Can/

CIK 1335644 TORONTO, A6
Back to BMO Full portfolio

Position in BMO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$589,214,808
+$120,705,894 QoQ
Shares Held
3,334,549
-3.7% QoQ
Ownership
0.480%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#26
of 656 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 0% Shared 100% None 0%

Common Shares in BMO Over Time

Shares Held

Position Value (USD)

Derivatives in BMO

reported options exposure · as of Sep 30, 2021
CallValue
$19,946,000
CallShares
200,000
PutValue
$0
PutShares
0

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 Banks - Diversified

Financial Services · as of Jun 30, 2026

SCOTIA CAPITAL INC. holds $5,900,128,224 across 15 Banks - Diversified names. BMO ranks #4 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RY
Royal Bank Of Canada
 8,511,247 $1,761,572,791
2 TD
Toronto Dominion Bank
 10,259,435 $1,245,803,192
3 BNS
Bank Of Nova Scotia
 12,935,957 $1,123,358,505
4 BMO
Bank Of Montreal /Can/
This page 		3,334,549 $589,214,808
5 JPM
Jpmorgan Chase & Co
 1,594,345 $521,876,948
6 CM
Canadian Imperial Bank Of Commerce /Can/
 4,517,328 $519,492,720
7 BAC
Bank Of America Corp /De/
 1,147,133 $65,363,638
8 C
Citigroup Inc
 273,724 $38,310,411

All Filings in BMO

Export CSV
30 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $589,214,808 3,334,549
2026-03-31 $468,508,914 3,461,718
2025-12-31 $464,373,434 3,577,883
2025-09-30 $465,221,870 3,571,761
2025-06-30 $395,738,887 3,577,139
2025-03-31 $330,798,502 3,463,496
2024-12-31 $339,035,440 3,493,410
2024-09-30 $310,566,988 3,443,093
2024-06-30 $286,731,950 3,419,582
2024-03-31 $332,948,336 3,408,562
2023-12-31 $324,419,708 3,278,954
2023-09-30 $268,365,277 3,180,814
2023-06-30 $281,403,702 3,115,975
2023-03-31 $262,977,332 2,951,154
2022-12-31 $251,902,881 2,780,385
2022-09-30 $229,769,205 2,621,739
2022-06-30 $247,561,102 2,574,203
2022-03-31 $303,058,913 2,568,949
2021-12-31 $267,406,497 2,482,422
2021-09-30 $243,955,636 2,446,161
2021-09-30 $19,946,000 200,000
2021-06-30 $20,512,000 200,000
2021-06-30 $246,319,377 2,401,710
2021-03-31 $17,824,000 200,000
2021-03-31 $208,219,165 2,336,391
2020-12-31 $167,095,008 2,197,751
2020-12-31 $15,206,000 200,000
2020-09-30 $125,574,023 2,149,872
2020-09-30 $11,682,000 200,000
2020-03-31 $120,090,289 2,389,381