Financials · Commercial Banks, NEC · NYSE · CIK 927971 · FYE Oct 31 · Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $175.29Day −2.96%Mkt cap $124.3B1Y +60.5%Off 52W high −4.8%Vol (1Y) 19.6%
Daily closing price, split-adjusted to the current basis; 3y shown of 2,525 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Short interest0.8% of sh out |
| Days to cover7.9d |
| 13F net flow (QoQ)+0.56% |
| Top-10 13F concentration55.2% |
Short interest is FINRA semi-monthly, settlement 2026-07-15. 13F figures are quarterly filings, period 2026-Q1 — a lower bound on true ownership.
| Sales (TTM)CAD 36.27B |
| Earnings (TTM)CAD 8.71B |
Screener basis: ratios from the latest reported fiscal year; Sales/Earnings are trailing twelve months in the reporting currency (CAD). The P/E is a trailing FULL-YEAR P/E, not TTM. Missing lines are absent from the filings, never imputed.
| YTD+37.3% |
| 1Y+60.5% |
| 3Y+113.1% |
| 5Y+115.9% |
| 10Y+321.2% |
| Since incept. (ann.)+15.8% |
Total return through 2026-07-29 · series begins 2016-07-11. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)19.6% |
| Ann. volatility (3Y)20.3% |
| Sharpe (1Y)2.53 |
| Sharpe (3Y)1.37 |
| Max drawdown (1Y)−11.6% |
| Max drawdown (3Y)−19.0% |
| Beta (3Y vs SPY)1.00 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 52.6M | $7.1B | — | +5.0% |
| BANK OF MONTREAL /CAN/ | 28.0M | $3.8B | — | −0.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.3M | $2.7B | — | new |
| TD Asset Management Inc | 19.1M | $2.6B | — | −1.5% |
| CIBC WORLD MARKET INC. | 13.2M | $1.8B | — | +5.1% |
| FIL Ltd | 11.5M | $1.6B | — | +21.7% |
| NATIONAL BANK OF CANADA /FI/ | 10.8M | $1.5B | — | −2.2% |
| 1832 Asset Management L.P. | 9.6M | $1.3B | — | −7.8% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total. % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
No reported quarters on file for BMO.
