Bank of Montreal
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Bank of Montreal’s Jefferies Financial Group JEF Stock Holding History

Bank of Montreal’s Portfolio JEF Stock Details JEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-67,028
Closed -$1.34M – 4085
2014
Q4 		$1.34M Buy
+67,028
New +$1.38M ﹤0.01% 1570
2013
Q4 		– Sell
-22,343
Closed -$545K – 3824
2013
Q3 		$545K Buy
+22,343
New +$535K ﹤0.01% 1761

Other funds holding JEF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal's JEF Position: Q1 2026 in Review

Bank of Montreal increased its Jefferies Financial Group (JEF) stake by 6.5% in Q1 2026, buying an estimated $63.3K and bringing the position to 19,997 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #2146.

Bank of Montreal first reported a position in JEF in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.8M in Q4 2017. 557 funds tracked by Wall St. Rank hold JEF as of Q1 2026.

  • Bank of Montreal held 19,997 shares of Jefferies Financial Group worth $825K as of Q1 2026.
  • Bank of Montreal bought 1,219 Jefferies Financial Group shares in Q1 2026, an estimated $63.3K.
  • Jefferies Financial Group made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2146 holding.
  • Bank of Montreal first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's Jefferies Financial Group position peaked at $25.8M in Q4 2017.
  • 557 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.