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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal's JEF Position: Q2 2026 in Review

Bank of Montreal increased its Jefferies Financial Group (JEF) stake by 0.4% in Q2 2026, buying an estimated $4.12K and bringing the position to 20,077 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

Bank of Montreal first reported a position in JEF in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.8M in Q4 2017. 590 funds tracked by Wall St. Rank hold JEF as of Q2 2026.

  • Bank of Montreal held 20,077 shares of Jefferies Financial Group worth $1M as of Q2 2026.
  • Bank of Montreal bought 80 Jefferies Financial Group shares in Q2 2026, an estimated $4.12K.
  • Jefferies Financial Group made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2083 holding.
  • Bank of Montreal first reported a position in Jefferies Financial Group in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Jefferies Financial Group position peaked at $25.8M in Q4 2017.
  • 590 funds tracked by Wall St. Rank held Jefferies Financial Group as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.