TORONTO DOMINION BANK BMO — BANK OF MONTREAL COM

Ownership history in TORONTO DOMINION BANK  ·  124 quarters on record

AI Ownership Summary

TORONTO DOMINION BANK reported BANK OF MONTREAL COM (BMO) in 124 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.11% in 2023 Q4. The latest visible filing shows BMO at 1.20% 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 TORONTO DOMINION BANK's position in BANK OF MONTREAL COM, 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 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.11% 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 TORONTO DOMINION BANK fund profile TORONTO DOMINION BANK full holdings
How TORONTO DOMINION BANK 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 20 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 6,197,393 +5,095,893 +462.6% 1.20% $839.5M 2026-05-15 $152.48
2026 Q1 ADDED — — — 1,101,500 +437,900 +66.0% 0.21% $149.2M 2026-05-15 $152.48
2026 Q1 REDUCED — — — 663,600 -5,839,568 -89.8% 0.13% $89.9M 2026-05-15 $152.48
2025 Q4 ADDED — — — 6,503,168 +5,570,368 +597.2% 1.25% $844.6M 2026-02-17 $140.31
2025 Q4 ADDED — — — 932,800 +50,700 +5.7% 0.18% $121.1M 2026-02-17 $140.31
2025 Q4 REDUCED — — — 882,100 -46,100 -5.0% 0.17% $114.6M 2026-02-17 $140.31
2025 Q3 REDUCED 13.9% +0.8% ❌ 928,200 -150,400 -13.9% 0.19% $120.9M 2025-11-14 $122.96
2025 Q3 REDUCED 82.3% +0.8% ❌ 1,078,600 -5,022,364 -82.3% 0.22% $140.5M 2025-11-14 $122.96
2025 Q3 REDUCED 15.2% +0.8% ❌ 6,100,964 -1,093,189 -15.2% 1.23% $794.7M 2025-11-14 $122.96
2025 Q2 ADDED — — — 7,194,153 +6,034,153 +520.2% 1.32% $797.7M 2025-08-14 $113.25
2025 Q2 REDUCED — — — 1,160,000 -17,700 -1.5% 0.21% $128.6M 2025-08-14 $113.25
2025 Q2 REDUCED 85.5% +18.6% ❌ 1,177,700 -6,946,239 -85.5% 0.22% $130.6M 2025-08-14 $113.25
2025 Q1 ADDED — — — 8,123,939 +6,352,939 +358.7% 1.52% $775.9M 2025-05-15 $100.91
2025 Q1 ADDED — — — 1,771,000 +807,300 +83.8% 0.33% $169.1M 2025-05-15 $100.91
2025 Q1 REDUCED 92.5% +17.2% ❌ 963,700 -11,869,365 -92.5% 0.18% $92.0M 2025-05-15 $100.91
2024 Q4 ADDED — — — 12,833,065 +1,020,712 +8.6% 1.96% $1.24B 2025-02-14 $98.00
2024 Q3 ADDED — — — 11,812,353 +1,534,508 +14.9% 1.88% $1.07B 2024-11-14 $89.59
2024 Q2 REDUCED 19.6% +9.0% ❌ 10,277,845 -2,497,870 -19.6% 1.38% $861.8M 2024-08-14 $78.98
2024 Q1 REDUCED 13.0% -13.8% ✅ 12,775,715 -1,902,470 -13.0% 1.96% $1.25B 2024-05-14 $88.41
2023 Q4 ADDED — — — 14,678,185 +635,592 +4.5% 2.11% $1.45B 2024-02-13 $83.73
104 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

CANERECTOR INC 11.16% Scheer, Rowlett & Associates Investment Management Ltd. 3Y 7Y 5.81% BANK OF NOVA SCOTIA TRUST CO 3Y 7Y 5.76% Rempart Asset Management Inc. 3Y 5.45% Aviso Financial Inc. 4.8% Value Partners Investments Inc. 3Y 4.54% SIG North Trading, ULC 3Y 4.54% Guardian Partners Inc. 4.16% MUFG SECURITIES (CANADA), LTD. 3Y 4.07% Cardinal Capital Management, Inc. 3Y 7Y 3.65%

FAQ About TORONTO DOMINION BANK and BMO

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

How long has TORONTO DOMINION BANK reported owning BMO?

TORONTO DOMINION BANK reported BMO across 20 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BMO position in TORONTO DOMINION BANK's portfolio?

The largest reported portfolio weight for BMO was 2.11% in 2023 Q4.

What is the latest reported BMO position on this page?

The most recent filing on this page is 2026 Q1, when TORONTO DOMINION BANK reported 6,197,393 shares, equal to 1.20% of portfolio, with an estimated market value of $839.5M.

What does the chart on this BMO ownership page compare?

The chart compares TORONTO DOMINION BANK'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 TORONTO DOMINION BANK time their BMO position?

Based on 13F filing dates vs. subsequent BMO price moves, TORONTO DOMINION BANK correctly timed 69 out of 123 reported position changes (56%). The annualised alpha on BMO relative to SPY over the holding period was -0.8%.

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