Northwest & Ethical Investments L.P.

Position in BMO — Bank Of Montreal /Can/

CIK 2033536 TORONTO, A6

Position in BMO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$20,300,323

+$1,239,624 QoQ

Shares Held

149,995

+2.1% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Northwest & Ethical Investments L.P. holds $268,214,884 across 9 Banks - Diversified names. BMO ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RY	Royal Bank Of Canada	494,832	$80,053,920
2	TD	Toronto Dominion Bank	688,491	$64,243,095
3	BAC	Bank Of America Corp /De/	683,596	$33,325,305
4	JPM	Jpmorgan Chase & Co	94,393	$27,766,644
5	BMO	Bank Of Montreal /Can/ This page	149,995	$20,300,323
6	BNS	Bank Of Nova Scotia	262,507	$18,194,360
7	CM	Canadian Imperial Bank Of Commerce /Can/	172,397	$16,334,615
8	C	Citigroup Inc	63,530	$7,204,937

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,300,323	149,995	+2.1%	Shares	Sole	2026-05-14
2025-12-31	$19,060,699	146,858	+3.3%	Shares	Sole	2026-02-17
2025-09-30	$18,517,512	142,169	-10.6%	Shares	Sole	2025-11-12
2025-06-30	$17,594,816	159,042	-21.5%	Shares	Sole	2025-08-13
2025-03-31	$19,354,050	202,639	+40.6%	Shares	Sole	2025-05-13
2024-12-31	$13,985,681	144,108	+24.4%	Shares	Sole	2025-02-11
2024-09-30	$10,451,023	115,865	+5.2%	Shares	Sole	2024-11-14
2024-06-30	$9,233,813	110,123	-11.3%	Shares	Sole	2024-08-14
2024-03-31	$12,127,851	124,159	+4.2%	Shares	Sole	2025-07-09
2023-12-31	$11,788,008	119,143	+40.7%	Shares	Sole	2025-07-09
2023-09-30	$7,146,392	84,703	+1.3%	Shares	Sole	2025-07-09
2023-06-30	$7,551,812	83,621	+5.8%	Shares	Sole	2025-07-09
2023-03-31	$7,041,026	79,015	+1.5%	Shares	Sole	2025-07-09
2022-12-31	$7,053,572	77,854	+3.7%	Shares	Sole	2025-07-09
2022-09-30	$6,578,871	75,067	+7.6%	Shares	Sole	2025-07-09
2022-06-30	$6,707,665	69,748	-1.2%	Shares	Sole	2025-07-09
2022-03-31	$8,330,333	70,614	+5.3%	Shares	Sole	2025-07-09
2021-12-31	$7,223,272	67,056	+3.4%	Shares	Sole	2025-07-09
2021-09-30	$6,465,396	64,829	+0.4%	Shares	Sole	2025-07-09
2021-06-30	$6,619,632	64,544	+206.1%	Shares	Sole	2025-07-09
2021-03-31	$1,879,006	21,084	+3.0%	Shares	Sole	2025-07-09
2020-12-31	$1,556,258	20,469	+10.8%	Shares	Sole	2025-07-08
2020-09-30	$1,078,949	18,472	-77.6%	Shares	Sole	2025-07-08
2020-06-30	$4,372,434	82,421	-26.6%	Shares	Sole	2025-07-08
2020-03-31	$5,645,705	112,330	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.