Position in BMO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$110,448,808
+$19,220,445 QoQ
Shares Held
625,064
-7.3% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
3.91%
of 13F equity value
Holder Rank
#4
of 190 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Addenda Capital Inc. holds $579,484,238 across 6 Banks - Diversified names. BMO ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
1,294,228 | $157,158,106 | |
| 2 | RY |
Royal Bank Of Canada
|
750,840 | $155,401,354 | |
| 3 | BMO |
Bank Of Montreal /Can/
This page
|
625,064 | $110,448,808 | |
| 4 | BNS |
Bank Of Nova Scotia
|
1,081,272 | $93,897,660 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
295,989 | $34,038,735 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
87,189 | $28,539,575 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,448,808 | 625,064 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $91,228,363 | 674,068 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $94,140,970 | 725,333 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $95,683,734 | 734,616 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $74,253,085 | 671,184 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $66,185,278 | 692,967 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $73,817,588 | 760,614 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $65,013,093 | 720,766 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $72,218,914 | 861,287 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $87,642,403 | 897,240 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $83,965,925 | 848,655 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $62,785,201 | 744,165 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $67,398,533 | 746,302 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $67,122,018 | 753,249 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $68,540,077 | 756,513 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $62,460,326 | 712,692 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $68,526,895 | 712,560 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $72,331,771 | 613,137 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $49,071,953 | 455,551 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,491,454 | 24,982 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,546,154 | 24,826 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,178,522 | 13,224 | Shares | Sole | 2021-04-13 | |
| 2020-12-31 | $1,005,420 | 13,224 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $753,605 | 12,902 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $660,472 | 12,450 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $582,714 | 11,594 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||