BONST
BMO icon

Bank of Nova Scotia Trust’s Bank of Montreal BMO Stock Holding History

Bank of Nova Scotia Trust’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.1M Sell
496,009
-15,447
-3% -$2.15M 5.76% 3
2025
Q4 		$66.4M Buy
511,456
+5,957
+1% +$754K 5.77% 3
2025
Q3 		$65.8M Sell
505,499
-4,783
-0.9% -$566K 6.12% 2
2025
Q2 		$56.5M Buy
510,282
+3,958
+0.8% +$399K 5.55% 2
2025
Q1 		$48.4M Buy
506,324
+2,710
+0.5% +$268K 5.16% 2
2024
Q4 		$48.9M Buy
503,614
+5,393
+1% +$510K 5.16% 2
2024
Q3 		$44.9M Buy
498,221
+30,291
+6% +$2.58M 4.56% 3
2024
Q2 		$39.2M Buy
467,930
+550
+0.1% +$49.9K 4.38% 4
2024
Q1 		$45.7M Buy
467,380
+3,588
+0.8% +$339K 4.91% 3
2023
Q4 		$45.9M Buy
463,792
+14,735
+3% +$1.23M 5.15% 3
2023
Q3 		$37.9M Sell
449,057
-171,799
-28% -$15.1M 4.5% 3
2023
Q2 		$56.1M Buy
620,856
+7,835
+1% +$693K 5.85% 2
2023
Q1 		$54.6M Sell
613,021
-2,652
-0.4% -$252K 6% 2
2022
Q4 		$55.8M Sell
615,673
-12,200
-2% -$1.13M 6.04% 2
2022
Q3 		$55M Buy
627,873
+3,203
+0.5% +$310K 6.24% 2
2022
Q2 		$60.1M Sell
624,670
-5,269
-0.8% -$560K 6.15% 2
2022
Q1 		$74.3M Sell
629,939
-19,662
-3% -$2.28M 6.47% 2
2021
Q4 		$70M Sell
649,601
-20,214
-3% -$2.18M 6.07% 2
2021
Q3 		$66.8M Sell
669,815
-13,932
-2% -$1.4M 6.03% 2
2021
Q2 		$70.1M Sell
683,747
-5,765
-0.8% -$569K 6.19% 2
2021
Q1 		$61.5M Buy
689,512
+166
+0% +$13.5K 5.9% 3
2020
Q4 		$52.4M Buy
689,346
+115
+0% +$7.87K 5.46% 3
2020
Q3 		$40.3M Buy
+689,231
New +$39.9M 4.94% 4
2020
Q2 		– Sell
-638,460
Closed -$32.1M – 118
2020
Q1 		$32.1M Sell
638,460
-815
-0.1% -$55.3K 4.78% 3
2019
Q4 		$49.5M Sell
639,275
-1,972
-0.3% -$148K 5.62% 3
2019
Q3 		$47.3M Sell
641,247
-1,003
-0.2% -$73.1K 5.55% 3
2019
Q2 		$48.5M Buy
642,250
+9,479
+1% +$725K 5.74% 3
2019
Q1 		$47.3M Buy
632,771
+10,598
+2% +$784K 5.79% 3
2018
Q4 		$40.7M Sell
622,173
-62,276
-9% -$4.62M 5.53% 3
2018
Q3 		$56.5M Sell
684,449
-10,255
-1% -$825K 6.16% 4
2018
Q2 		$53.7M Buy
694,704
+2,797
+0.4% +$215K 5.98% 4
2018
Q1 		$52.3M Sell
691,907
-294
-0% -$23.1K 6.1% 4
2017
Q4 		$55.4M Sell
692,201
-39,510
-5% -$3.08M 6% 4
2017
Q3 		$55.4M Sell
731,711
-12,628
-2% -$942K 5.85% 4
2017
Q2 		$54.7M Sell
744,339
-25,278
-3% -$1.79M 6.24% 4
2017
Q1 		$57.6M Sell
769,617
-16,150
-2% -$1.22M 6.52% 4
2016
Q4 		$56.5M Buy
785,767
+87,384
+13% +$5.83M 6.48% 4
2016
Q3 		$45.8M Buy
698,383
+180,808
+35% +$11.8M 5.46% 6
2016
Q2 		$32.8M Buy
517,575
+11,917
+2% +$755K 4.3% 7
2016
Q1 		$30.7M Buy
505,658
+13,900
+3% +$762K 4.17% 7
2015
Q4 		$27.7M Buy
491,758
+2,016
+0.4% +$116K 4.16% 6
2015
Q3 		$26.7M Buy
489,742
+16,990
+4% +$933K 3.75% 9
2015
Q2 		$27.9M Sell
472,752
-41,343
-8% -$2.6M 3.55% 9
2015
Q1 		$30.8M Sell
514,095
-91,733
-15% -$5.69M 3.97% 7
2014
Q4 		$42.9M Sell
605,828
-41,423
-6% -$2.96M 5.17% 6
2014
Q3 		$47.7M Sell
647,251
-6,936
-1% -$522K 5.54% 3
2014
Q2 		$48.4M Buy
654,187
+153,126
+31% +$10.7M 5.22% 3
2014
Q1 		$33.6M Buy
501,061
+6,105
+1% +$397K 4.48% 6
2013
Q4 		$33M Sell
494,956
-1,708
-0.3% -$116K 4.48% 7
2013
Q3 		$33.2M Sell
496,664
-6,317
-1% -$396K 4.76% 7
2013
Q2 		$29.9M Buy
+502,981
New +$30.5M 4.4% 7

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Nova Scotia Trust's BMO Position: Q1 2026 in Review

Bank of Nova Scotia Trust reduced its Bank of Montreal (BMO) stake by 3% in Q1 2026, selling an estimated $2.15M and leaving 496,009 shares worth $67.1M. The position accounts for 5.76% of the portfolio, ranked #3.

Bank of Nova Scotia Trust first reported a position in BMO in Q2 2013 and has held it in 51 quarters since. The position peaked at $74.3M in Q1 2022. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Bank of Nova Scotia Trust held 496,009 shares of Bank of Montreal worth $67.1M as of Q1 2026.
  • Bank of Nova Scotia Trust sold 15,447 Bank of Montreal shares in Q1 2026, an estimated $2.15M.
  • Bank of Montreal made up 5.76% of Bank of Nova Scotia Trust's portfolio in Q1 2026, its #3 holding.
  • Bank of Nova Scotia Trust first reported a position in Bank of Montreal in Q2 2013 and has held it in 51 quarters since.
  • Bank of Nova Scotia Trust's Bank of Montreal position peaked at $74.3M in Q1 2022.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Bank of Nova Scotia Trust's 13F filing for Q1 2026, filed 13 May 2026.