Position in BMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,520,503
+$351,572 QoQ
Shares Held
8,605
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#255
of 654 holders
Holding Since
Dec 2020
23 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, 2026Tacita Capital Inc holds $20,836,418 across 8 Banks - Diversified names. BMO ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
34,999 | $7,243,743 | |
| 2 | TD |
Toronto Dominion Bank
|
46,754 | $5,677,338 | |
| 3 | BNS |
Bank Of Nova Scotia
|
38,834 | $3,372,344 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15,956 | $1,834,940 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
8,605 | $1,520,503 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
3,265 | $1,068,732 | |
| 7 | BAC |
Bank Of America Corp /De/
|
2,073 | $118,119 | |
| 8 | C |
Citigroup Inc
|
5 | $699 |
All Filings in BMO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,503 | 8,605 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,168,931 | 8,637 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,123,462 | 8,656 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,089,801 | 8,367 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $634,684 | 5,737 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $547,940 | 5,737 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,525 | 737 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $66,477 | 737 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $61,797 | 737 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $118,778 | 1,216 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $200,947 | 2,031 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $168,318 | 1,995 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $534,183 | 5,915 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $794,415 | 8,915 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $807,699 | 8,915 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $835,647 | 9,535 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $916,980 | 9,535 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,827,945 | 15,495 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,669,121 | 15,495 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,620,612 | 16,250 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,867,720 | 18,211 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,028,533 | 11,541 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $859,671 | 11,307 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||