Position in BMO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$135,245,397
+$2,559,004 QoQ
Shares Held
999,301
-2.3% QoQ
Ownership
0.143%
of shares outstanding
% of Portfolio
5.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 78%
None 22%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Aviso Financial Inc. holds $557,647,916 across 11 Banks - Diversified names. BMO ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TD |
Toronto Dominion Bank
|
1,693,349 | $158,006,395 | |
| 2 | BMO |
Bank Of Montreal /Can/
This page
|
999,301 | $135,245,397 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
723,814 | $68,581,376 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
232,793 | $68,478,388 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,446,409 | $58,485,560 | |
| 6 | RY |
Royal Bank Of Canada
|
276,652 | $44,756,760 | |
| 7 | BNS |
Bank Of Nova Scotia
|
308,341 | $21,371,114 | |
| 8 | BAC |
Bank Of America Corp /De/
|
38,090 | $1,856,887 |
All Filings in BMO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,245,397 | 999,301 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $132,686,393 | 1,022,316 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $130,523,394 | 1,002,099 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $89,272,325 | 806,945 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $99,495,823 | 1,041,732 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $99,754,977 | 1,027,872 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $90,578,028 | 1,004,191 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,756,260 | 986,956 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||