SEC 13F Intelligence

Northwest & Ethical Investments L.P. / BMO

Northwest & Ethical Investments L.P.’s Bank Montreal Medium Position

Does Northwest & Ethical Investments L.P. own Bank Montreal Medium (BMO)? Yes — 150.0K shares worth $20M (+0.47% of its 13F portfolio) as of Q1 2026, up from 146.9K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
150.0K
% of Portfolio
+0.47%
Quarters Held
8
currently held

Position History BMO

Reported value by quarter
Q2 ’24: $9MQ2 ’24Q3 ’24: $10MQ3 ’24Q4 ’24: $14MQ4 ’24Q1 ’25: $19MQ1 ’25Q2 ’25: $18MQ2 ’25Q3 ’25: $19MQ3 ’25Q4 ’25: $19MQ4 ’25Q1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026150.0K$20M+0.47%
Q4 2025146.9K$19M+0.43%
Q3 2025142.2K$19M+0.44%
Q2 2025159.0K$18M+0.44%
Q1 2025202.6K$19M+0.53%
Q4 2024144.1K$14M+0.38%
Q3 2024115.9K$10M+0.28%
Q2 2024110.1K$9M+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northwest & Ethical Investments L.P.’s full portfolio or all institutional holders of BMO.