Bank of Montreal
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Bank of Montreal’s Raymond James Financial RJF Stock Holding History

Bank of Montreal’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-25,000
Closed -$3.22M – 4186
2024
Q1 		$3.22M Buy
+25,000
New +$2.91M ﹤0.01% 1408
2020
Q1 		– Sell
-27,600
Closed -$1.65M – 4603
2019
Q4 		$1.65M Buy
+27,600
New +$1.59M ﹤0.01% 1991

Other funds holding RJF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Bank of Montreal reduced its Raymond James Financial (RJF) stake by 8.3% in Q2 2026, selling an estimated $3.07M and leaving 223,806 shares worth $34M. The position accounts for 0.01% of the portfolio, ranked #717.

Bank of Montreal first reported a position in RJF in Q2 2013 and has held it in 53 quarters since. The position peaked at $91.1M in Q4 2019. 642 funds tracked by Wall St. Rank hold RJF as of Q2 2026.

  • Bank of Montreal held 223,806 shares of Raymond James Financial worth $34M as of Q2 2026.
  • Bank of Montreal sold 20,217 Raymond James Financial shares in Q2 2026, an estimated $3.07M.
  • Raymond James Financial made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #717 holding.
  • Bank of Montreal first reported a position in Raymond James Financial in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Raymond James Financial position peaked at $91.1M in Q4 2019.
  • 642 funds tracked by Wall St. Rank held Raymond James Financial as of Q2 2026.

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