MONTRUSCO BOLTON INVESTMENTS INC.

Position in BMO — Bank Of Montreal /Can/

CIK 1475940 MONTREAL, A8

Position in BMO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$30,374,376

+$2,634,143 QoQ

Shares Held

171,898

-16.1% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#102

of 654 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONTRUSCO BOLTON INVESTMENTS INC. holds $450,515,792 across 5 Banks - Diversified names. BMO ranks #4 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	924,638	$302,661,756
2	RY	Royal Bank Of Canada	252,983	$52,359,891
3	TD	Toronto Dominion Bank	317,741	$38,583,289
4	BMO	Bank Of Montreal /Can/ This page	171,898	$30,374,376
5	BNS	Bank Of Nova Scotia	305,579	$26,536,480

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,374,376	171,898	-16.1%	Shares	Sole	2026-07-21
2026-03-31	$27,740,233	204,967	-1.7%	Shares	Sole	2026-04-28
2025-12-31	$27,053,816	208,443	-8.2%	Shares	Sole	2026-01-29
2025-09-30	$29,585,115	227,141	+17.1%	Shares	Sole	2025-11-12
2025-06-30	$21,450,050	193,890	-20.0%	Shares	Sole	2025-07-25
2025-03-31	$23,143,314	242,313	+14153.7%	Shares	Sole	2025-05-02
2022-03-31	$200,549	1,700	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.