TD ASSET MANAGEMENT INC BMO — BANK MONTREAL QUE

Ownership history in TD ASSET MANAGEMENT INC  ·  103 quarters on record

AI Ownership Summary

TD ASSET MANAGEMENT INC reported BANK MONTREAL QUE (BMO) in 103 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.09% in 2026 Q1. The latest visible filing shows BMO at 2.09% 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 TD ASSET MANAGEMENT INC'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 Q1

BMO was reported at 2.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% in 2026 Q1

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 TD ASSET MANAGEMENT INC fund profile TD ASSET MANAGEMENT INC full holdings
How TD 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 REDUCED — — — 19,086,601 -286,000 -1.5% 2.09% $2.58B 2026-05-11 $153.08
2025 Q4 ADDED — — — 19,372,601 +293,575 +1.5% 2.03% $2.52B 2026-02-10 $144.47
2025 Q3 ADDED — — — 19,079,026 +1,789,188 +10.3% 2.02% $2.49B 2025-11-14 (Est.) $122.96
2025 Q2 REDUCED — — — 17,289,838 -11,924 -0.1% 1.63% $1.91B 2025-08-14 (Est.) $113.25
2025 Q1 REDUCED — — — 17,301,762 -313,379 -1.8% 1.52% $1.65B 2025-05-07 $96.23
2024 Q4 ADDED — — — 17,615,141 +486,984 +2.8% 1.51% $1.71B 2025-02-11 $96.61
2024 Q3 REDUCED 8.5% +8.7% ❌ 17,128,157 -1,584,432 -8.5% 1.37% $1.55B 2024-11-01 $87.06
2024 Q2 REDUCED — — — 18,712,589 -220,300 -1.2% 1.46% $1.57B 2024-08-02 $76.51
2024 Q1 REDUCED — — — 18,932,889 -292,816 -1.5% 1.72% $1.85B 2024-05-08 $86.88
2023 Q4 ADDED — — — 19,225,705 +3,187,998 +19.9% 1.88% $1.91B 2024-02-12 $86.74
93 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

Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 5.81% Rempart Asset Management Inc. 3Y 5.45% Value Partners Investments Inc. 3Y 4.54% MUFG SECURITIES (CANADA), LTD. 3Y 4.07% Cardinal Capital Management, Inc. 3Y 7Y 3.65% Addenda Capital Inc. 3Y 7Y 3.58% LETKO, BROSSEAU & ASSOCIATES INC 3Y 7Y 3.44% Burkett Asset Management Ltd 3.27% Lorne Steinberg Wealth Management Inc. 3Y 3.23% BCV Asset Management Inc. 3.04%

FAQ About TD 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 TD ASSET MANAGEMENT INC reported owning BMO?

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

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

The largest reported portfolio weight for BMO was 2.09% in 2026 Q1.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2026 Q1, when TD ASSET MANAGEMENT INC reported 19,086,601 shares, equal to 2.09% of portfolio, with an estimated market value of $2.58B.

What does the chart on this BMO ownership page compare?

The chart compares TD 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 TD ASSET MANAGEMENT INC time their BMO position?

Based on 13F filing dates vs. subsequent BMO price moves, TD ASSET MANAGEMENT INC correctly timed 41 out of 83 reported position changes (49%). The annualised alpha on BMO relative to SPY over the holding period was +3.5%.

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