Scotia Capital’s Bank of Montreal BMO Stock Holding History

Scotia Capital’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
2021 Q4	–	Sell	-200,000	Closed	-$19.9M	–	872
2021 Q3	$19.9M	Hold	200,000	–	–	0.15%	102
2021 Q2	$20.5M	Hold	200,000	–	–	0.15%	97
2021 Q1	$17.8M	Hold	200,000	–	–	0.14%	100
2020 Q4	$15.2M	Hold	200,000	–	–	0.14%	104
2020 Q3	$11.7M	Buy	+200,000	New	+$11.6M	0.13%	115
2016 Q1	–	Sell	-40,000	Closed	-$2.26M	–	698
2015 Q4	$2.26M	Buy	+40,000	New	+$2.3M	0.05%	240

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 $123B AUM 34.51% 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

Scotia Capital's BMO Position: Q1 2026 in Review

Scotia Capital reduced its Bank of Montreal (BMO) stake by 3.2% in Q1 2026, selling an estimated $16.1M and leaving 3,461,718 shares worth $466M. The position accounts for 1.92% of the portfolio, ranked #14.

Scotia Capital first reported a position in BMO in Q2 2013 and has held it in 51 quarters since. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Scotia Capital held 3,461,718 shares of Bank of Montreal worth $466M as of Q1 2026.
Scotia Capital sold 116,165 Bank of Montreal shares in Q1 2026, an estimated $16.1M.
Bank of Montreal made up 1.92% of Scotia Capital's portfolio in Q1 2026, its #14 holding.
Scotia Capital first reported a position in Bank of Montreal in Q2 2013 and has held it in 51 quarters since.
635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.