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

Bank of Nova Scotia’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
2016
Q3 		– Sell
-57,500
Closed -$3.65M – 739
2016
Q2 		$3.65M Buy
57,500
+10,900
+23% +$691K 0.02% 236
2016
Q1 		$2.83M Buy
+46,600
New +$2.55M 0.02% 273

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 $140B AUM 46.34% 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's BMO Position: Q1 2026 in Review

Bank of Nova Scotia reduced its Bank of Montreal (BMO) stake by 16% in Q1 2026, selling an estimated $130M and leaving 5,032,483 shares worth $681M. The position accounts for 1.19% of the portfolio, ranked #14.

Bank of Nova Scotia first reported a position in BMO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.8B in Q3 2014. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Bank of Nova Scotia held 5,032,483 shares of Bank of Montreal worth $681M as of Q1 2026.
  • Bank of Nova Scotia sold 932,886 Bank of Montreal shares in Q1 2026, an estimated $130M.
  • Bank of Montreal made up 1.19% of Bank of Nova Scotia's portfolio in Q1 2026, its #14 holding.
  • Bank of Nova Scotia first reported a position in Bank of Montreal in Q2 2013 and has held it in 51 quarters since.
  • Bank of Nova Scotia's Bank of Montreal position peaked at $1.8B in Q3 2014.
  • 636 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Bank of Nova Scotia's 13F filing for Q1 2026, filed 14 May 2026.