Northwest & Ethical Investments L.P.
Position in BMO — Bank Of Montreal /Can/
CIK 2033536
TORONTO, A6
Position in BMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$28,972,615
+$8,672,292 QoQ
Shares Held
163,965
+9.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#103
of 654 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, 2026Northwest & Ethical Investments L.P. holds $325,562,537 across 9 Banks - Diversified names. BMO ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
464,627 | $96,163,850 | |
| 2 | TD |
Toronto Dominion Bank
|
620,742 | $75,376,701 | |
| 3 | BAC |
Bank Of America Corp /De/
|
598,398 | $34,096,718 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
99,488 | $32,565,407 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
163,965 | $28,972,615 | |
| 6 | BNS |
Bank Of Nova Scotia
|
326,993 | $28,396,072 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
210,159 | $24,168,285 | |
| 8 | C |
Citigroup Inc
|
35,910 | $5,025,963 |
All Filings in BMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,972,615 | 163,965 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $20,300,323 | 149,995 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,060,699 | 146,858 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $18,517,512 | 142,169 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $17,594,816 | 159,042 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $19,354,050 | 202,639 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,985,681 | 144,108 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,451,023 | 115,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,233,813 | 110,123 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,127,851 | 124,159 | Shares | Sole | 2025-07-09 | |
| 2023-12-31 | $11,788,008 | 119,143 | Shares | Sole | 2025-07-09 | |
| 2023-09-30 | $7,146,392 | 84,703 | Shares | Sole | 2025-07-09 | |
| 2023-06-30 | $7,551,812 | 83,621 | Shares | Sole | 2025-07-09 | |
| 2023-03-31 | $7,041,026 | 79,015 | Shares | Sole | 2025-07-09 | |
| 2022-12-31 | $7,053,572 | 77,854 | Shares | Sole | 2025-07-09 | |
| 2022-09-30 | $6,578,871 | 75,067 | Shares | Sole | 2025-07-09 | |
| 2022-06-30 | $6,707,665 | 69,748 | Shares | Sole | 2025-07-09 | |
| 2022-03-31 | $8,330,333 | 70,614 | Shares | Sole | 2025-07-09 | |
| 2021-12-31 | $7,223,272 | 67,056 | Shares | Sole | 2025-07-09 | |
| 2021-09-30 | $6,465,396 | 64,829 | Shares | Sole | 2025-07-09 | |
| 2021-06-30 | $6,619,632 | 64,544 | Shares | Sole | 2025-07-09 | |
| 2021-03-31 | $1,879,006 | 21,084 | Shares | Sole | 2025-07-09 | |
| 2020-12-31 | $1,556,258 | 20,469 | Shares | Sole | 2025-07-08 | |
| 2020-09-30 | $1,078,949 | 18,472 | Shares | Sole | 2025-07-08 | |
| 2020-06-30 | $4,372,434 | 82,421 | 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. | ||||||