Aviso Financial Inc.

Position in BMO — Bank Of Montreal /Can/

CIK 2033534 TORONTO, A6

Position in BMO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$172,032,292

+$36,786,895 QoQ

Shares Held

973,584

-2.6% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

6.35%

of 13F equity value

Holder Rank

#50

of 656 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 78% None 22%

Financial Services · as of Jun 30, 2026

Aviso Financial Inc. holds $662,947,689 across 12 Banks - Diversified names. BMO ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TD	Toronto Dominion Bank	1,608,236	$195,288,097
2	BMO	Bank Of Montreal /Can/ This page	973,584	$172,032,292
3	CM	Canadian Imperial Bank Of Commerce /Can/	675,677	$77,702,855
4	JPM	Jpmorgan Chase & Co	228,890	$74,922,563
5	MUFG	Mitsubishi Ufj Financial Group Inc	3,407,528	$67,775,731
6	RY	Royal Bank Of Canada	241,259	$49,933,375
7	BNS	Bank Of Nova Scotia	268,713	$23,335,036
8	SAN	Banco Santander, S.A.	54,423	$751,037

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,032,292	973,584	-2.6%	Shares	Sole	2026-08-13
2026-03-31	$135,245,397	999,301	-2.3%	Shares	Sole	2026-05-14
2025-12-31	$132,686,393	1,022,316	+2.0%	Shares	Sole	2026-02-13
2025-09-30	$130,523,394	1,002,099	+24.2%	Shares	Sole	2025-11-12
2025-06-30	$89,272,325	806,945	-22.5%	Shares	Sole	2025-08-12
2025-03-31	$99,495,823	1,041,732	+1.3%	Shares	Sole	2025-05-13
2024-12-31	$99,754,977	1,027,872	+2.4%	Shares	Sole	2025-02-10
2024-09-30	$90,578,028	1,004,191	+1.7%	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.