Position in BMO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$681,096,248
-$93,148,994 QoQ
Shares Held
5,032,483
-15.6% QoQ
Ownership
0.718%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026BANK OF NOVA SCOTIA holds $6,494,013,567 across 10 Banks - Diversified names. BMO ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
12,761,696 | $2,064,587,178 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
12,683,488 | $1,201,760,488 | |
| 3 | TD |
Toronto Dominion Bank
|
12,511,563 | $1,167,453,943 | |
| 4 | JPM |
Jpmorgan Chase & Co
|
2,870,768 | $844,465,113 | |
| 5 | BMO |
Bank Of Montreal /Can/
This page
|
5,032,483 | $681,096,248 | |
| 6 | C |
Citigroup Inc
|
2,255,327 | $255,776,634 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,090,455 | $150,659,681 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
1,225,812 | $97,586,892 |
All Filings in BMO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $681,096,248 | 5,032,483 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $774,245,242 | 5,965,369 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $830,161,529 | 6,373,601 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $843,209,247 | 7,621,886 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $803,178,641 | 8,409,367 | Shares | Sole | 2025-07-02 | |
| 2024-12-31 | $864,464,334 | 8,907,412 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,265,009,087 | 14,024,491 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,015,812,646 | 12,114,641 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,129,455,671 | 11,562,814 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,378,005,747 | 13,927,691 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,247,323,379 | 14,783,968 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,207,143,967 | 13,366,670 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $1,393,277,265 | 15,635,476 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,196,953,111 | 13,211,403 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,117,141,646 | 12,746,938 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,133,166,686 | 11,782,954 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,512,091,446 | 12,817,593 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,391,866,493 | 12,921,152 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,189,813,107 | 11,930,343 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,184,424,313 | 11,548,599 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $773,915,584 | 8,683,972 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,027,328,080 | 13,512,141 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $783,180,263 | 13,408,325 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $694,736,892 | 13,822,859 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||