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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
2017
Q1 		– Sell
-45,800
Closed -$3.37M – 754
2016
Q4 		$3.37M Buy
+45,800
New +$3.05M 0.05% 220

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 $123B AUM 34.51% 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

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.