CIDEL ASSET MANAGEMENT INC BMO — BANK OF MONTREAL

Ownership history in CIDEL ASSET MANAGEMENT INC  ·  46 quarters on record

AI Ownership Summary

CIDEL ASSET MANAGEMENT INC reported BANK OF MONTREAL (BMO) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.15% in 2023 Q4. The latest visible filing shows BMO at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIDEL ASSET MANAGEMENT INC's position in BANK OF MONTREAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BMO was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.15% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BMO stock page CIDEL ASSET MANAGEMENT INC fund profile CIDEL ASSET MANAGEMENT INC full holdings
How CIDEL ASSET MANAGEMENT INC held BMO — position size vs. price
% of Fund (quarterly)    BMO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 130,608 +109,313 +513.3% 0.96% $17.6M 2026-04-17 $150.73
2025 Q4 REDUCED 63.7% +4.3% ❌ 21,295 -37,398 -63.7% 0.20% $2.8M 2026-01-21 $134.68
2025 Q3 REDUCED — — — 58,693 -1,328 -2.2% 0.44% $7.6M 2025-11-07 $122.58
2025 Q2 REDUCED 74.7% +18.6% ❌ 60,021 -177,173 -74.7% 0.40% $6.6M 2025-07-29 $111.20
2025 Q1 ADDED — — — 237,194 +3,298 +1.4% 1.48% $22.6M 2025-04-28 $92.99
2024 Q4 REDUCED 6.1% -0.5% ✅ 233,896 -15,075 -6.1% 1.53% $22.7M 2025-01-28 $96.29
2024 Q3 REDUCED — — — 248,971 -3,924 -1.6% 1.59% $22.5M 2024-11-04 $86.39
2024 Q2 REDUCED — — — 252,895 -8,610 -3.3% 1.64% $21.2M 2024-07-22 $81.84
2024 Q1 REDUCED 64.6% -13.8% ✅ 261,505 -478,132 -64.6% 1.94% $25.6M 2024-05-08 $86.88
2023 Q4 REDUCED — — — 739,637 -14,177 -1.9% 3.15% $73.5M 2024-02-12 $86.74
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BMO

As of 2026 Q1 — sorted by position size

Rempart Asset Management Inc. 3Y 5.45% Value Partners Investments Inc. 3Y 4.54% Cardinal Capital Management, Inc. 3Y 7Y 3.65% Addenda Capital Inc. 3Y 7Y 3.58% Triasima Portfolio Management inc. 3Y 2.87% JCIC Asset Management Inc. 3Y 7Y 2.54% Cardinal Point Capital Management ULC 1.46% K.J. Harrison & Partners Inc 3Y 7Y 1.07% Gold Investment Management Ltd. 0.97% Turn8 Private Wealth Inc. 0.95%

FAQ About CIDEL ASSET MANAGEMENT INC and BMO

These are the practical questions this page is built to answer before you even open the full history table.

How long has CIDEL ASSET MANAGEMENT INC reported owning BMO?

CIDEL ASSET MANAGEMENT INC reported BMO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BMO position in CIDEL ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for BMO was 3.15% in 2023 Q4.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2026 Q1, when CIDEL ASSET MANAGEMENT INC reported 130,608 shares, equal to 0.96% of portfolio, with an estimated market value of $17.6M.

What does the chart on this BMO ownership page compare?

The chart compares CIDEL ASSET MANAGEMENT INC's quarterly BMO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CIDEL ASSET MANAGEMENT INC time their BMO position?

Based on 13F filing dates vs. subsequent BMO price moves, CIDEL ASSET MANAGEMENT INC correctly timed 20 out of 45 reported position changes (44%). The annualised alpha on BMO relative to SPY over the holding period was -0.9%.

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