Northwest & Ethical Investments L.P. BMO — BANK MONTREAL QUE

Ownership history in Northwest & Ethical Investments L.P.  ·  9 quarters on record

AI Ownership Summary

Northwest & Ethical Investments L.P. reported BANK MONTREAL QUE (BMO) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.67% in 2026 Q2. The latest visible filing shows BMO at 0.67% 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.

What this BMO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Northwest & Ethical Investments L.P.'s position in BANK MONTREAL QUE, 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 Q2

BMO was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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 Northwest & Ethical Investments L.P. fund profile Northwest & Ethical Investments L.P. full holdings
How Northwest & Ethical Investments L.P. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 163,965 +13,970 +9.3% 0.67% $28.9M 2026-08-13 $184.16
2026 Q1 ADDED — — — 149,995 +3,137 +2.1% 0.47% $20.3M 2026-05-14 $151.91
2025 Q4 ADDED — — — 146,858 +4,689 +3.3% 0.43% $19.1M 2026-02-12 $138.02
2025 Q3 REDUCED 10.6% +0.8% ❌ 142,169 -16,873 -10.6% 0.44% $18.5M 2025-11-12 $124.37
2025 Q2 REDUCED 21.5% +18.6% ❌ 159,042 -43,597 -21.5% 0.44% $17.6M 2025-08-13 $112.93
2025 Q1 ADDED — — — 202,639 +58,531 +40.6% 0.53% $19.4M 2025-05-13 $99.30
2024 Q4 ADDED — — — 144,108 +28,243 +24.4% 0.38% $14.0M 2025-02-11 $95.94
2024 Q3 ADDED — — — 115,865 +5,742 +5.2% 0.28% $10.5M 2024-11-14 $88.97
2024 Q2 INITIATED — — — 110,123 — — 0.27% $9.2M 2024-08-14 $78.43

🏢 Other funds also holding BMO

As of 2026 Q2 — sorted by position size

Delaney Capital Management Ltd. 10.07% CANERECTOR INC 10.06% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 6.54% Rempart Asset Management Inc. 3Y 6.3% Aviso Financial Inc. 5.98% Murchinson Ltd. 3Y 5.72% Murchinson Ltd. 3Y 5.72% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 5.67% Guardian Partners Inc. 4.84% MUFG SECURITIES (CANADA), LTD. 3Y 4.72%

FAQ About Northwest & Ethical Investments L.P. and BMO

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

How long has Northwest & Ethical Investments L.P. reported owning BMO?

Northwest & Ethical Investments L.P. reported BMO across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BMO position in Northwest & Ethical Investments L.P.'s portfolio?

The largest reported portfolio weight for BMO was 0.67% in 2026 Q2.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2026 Q2, when Northwest & Ethical Investments L.P. reported 163,965 shares, equal to 0.67% of portfolio, with an estimated market value of $28.9M.

What does the chart on this BMO ownership page compare?

The chart compares Northwest & Ethical Investments L.P.'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 Northwest & Ethical Investments L.P. time their BMO position?

Based on 13F filing dates vs. subsequent BMO price moves, Northwest & Ethical Investments L.P. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on BMO relative to SPY over the holding period was +498.6%.

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