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
2018 Q4	–	Sell	-50,000	Closed	-$4.13M	–	846
2018 Q3	$4.13M	Hold	50,000	–	–	0.02%	473
2018 Q2	$3.86M	Buy	+50,000	New	+$3.85M	0.02%	384
2017 Q1	–	Sell	-32,500	Closed	-$2.34M	–	887
2016 Q4	$2.34M	Hold	32,500	–	–	0.01%	362
2016 Q3	$2.13M	Hold	32,500	–	–	0.01%	309
2016 Q2	$2.06M	Hold	32,500	–	–	0.01%	285
2016 Q1	$1.97M	Sell	32,500 -20,000	-38%	-$1.1M	0.01%	302
2015 Q4	$2.96M	Hold	52,500	–	–	0.02%	297
2015 Q3	$2.86M	Buy	+52,500	New	+$2.88M	0.02%	235

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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.