Jackson Grant Investment Advisers’s Bank of Montreal BMO Stock Holding History

Jackson Grant Investment Advisers’s Portfolio BMO Stock Details BMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.6K	Buy	134 +1	+0.8%	+$157	0.01%	254
2026 Q1	$17.9K	Buy	133 +1	+0.8%	+$139	0.01%	265
2025 Q4	$17.1K	Buy	132 +1	+0.8%	+$127	0.01%	266
2025 Q3	$17K	Buy	131 +1	+0.8%	+$118	0.01%	266
2025 Q2	$14.4K	Buy	130 +1	+0.8%	+$101	0.01%	248
2025 Q1	$12.3K	Hold	129	–	–	﹤0.01%	250
2024 Q4	$12.5K	Buy	+129	New	+$12.2K	﹤0.01%	255

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jackson Grant Investment Advisers's BMO Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Bank of Montreal (BMO) stake by 0.75% in Q2 2026, buying an estimated $157 and bringing the position to 134 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #254.

Jackson Grant Investment Advisers first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Jackson Grant Investment Advisers held 134 shares of Bank of Montreal worth $23.6K as of Q2 2026.
Jackson Grant Investment Advisers bought 1 Bank of Montreal share in Q2 2026, an estimated $157.
Bank of Montreal made up 0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #254 holding.
Jackson Grant Investment Advisers first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.