Janney Montgomery Scott
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Janney Montgomery Scott’s Bank of Montreal BMO Stock Holding History

Janney Montgomery Scott’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
Q1 		$2.28M Sell
16,862
-2,923
-15% -$406K 0.01% 1206
2025
Q4 		$2.57M Sell
19,785
-3,730
-16% -$472K 0.01% 1228
2025
Q3 		$3.06M Sell
23,515
-703
-3% -$83.2K 0.01% 1116
2025
Q2 		$2.68M Sell
24,218
-67
-0.3% -$6.75K 0.01% 1081
2025
Q1 		$2.32M Sell
24,285
-673
-3% -$66.6K 0.01% 1096
2024
Q4 		$2.42M Buy
24,958
+14,584
+141% +$1.38M 0.01% 1069
2024
Q3 		$936K Sell
10,374
-4,582
-31% -$391K ﹤0.01% 1538
2024
Q2 		$1.25M Sell
14,956
-66
-0.4% -$5.99K ﹤0.01% 1326
2024
Q1 		$1.47M Buy
15,022
+1,005
+7% +$94.9K ﹤0.01% 1305
2023
Q4 		$1.39M Sell
14,017
-1,562
-10% -$130K ﹤0.01% 1274
2023
Q3 		$1.31M Sell
15,579
-752
-5% -$66.1K ﹤0.01% 1198
2023
Q2 		$1.48M Buy
+16,331
New +$1.44M 0.01% 1217
2023
Q1 		– Sell
-15,869
Closed -$1.44M – 2563
2022
Q4 		$1.44M Buy
15,869
+600
+4% +$55.5K 0.01% 1177
2022
Q3 		$1.34M Buy
+15,269
New +$1.48M 0.01% 1170
2021
Q1 		– Sell
-10,434
Closed -$793K – 2249
2020
Q4 		$793K Sell
10,434
-441
-4% -$30.2K ﹤0.01% 1294
2020
Q3 		$635K Buy
10,875
+1,261
+13% +$73K ﹤0.01% 1314
2020
Q2 		$510K Sell
9,614
-17,471
-65% -$891K ﹤0.01% 1354
2020
Q1 		$1.36M Sell
27,085
-6,001
-18% -$407K 0.01% 832
2019
Q4 		$2.56M Buy
33,086
+956
+3% +$72K 0.02% 692
2019
Q3 		$2.37M Buy
32,130
+3,798
+13% +$277K 0.02% 688
2019
Q2 		$2.14M Sell
28,332
-1,857
-6% -$142K 0.02% 707
2019
Q1 		$2.26M Buy
30,189
+1,488
+5% +$110K 0.02% 654
2018
Q4 		$1.88M Sell
28,701
-554
-2% -$41.1K 0.02% 660
2018
Q3 		$2.41M Buy
29,255
+1,097
+4% +$88.2K 0.02% 642
2018
Q2 		$2.17M Buy
28,158
+958
+4% +$73.8K 0.02% 652
2018
Q1 		$2.06M Buy
27,200
+3,622
+15% +$285K 0.02% 642
2017
Q4 		$1.89M Buy
23,578
+2,898
+14% +$226K 0.02% 666
2017
Q3 		$1.57M Buy
20,680
+1,574
+8% +$117K 0.02% 723
2017
Q2 		$1.4M Buy
19,106
+2,378
+14% +$168K 0.02% 719
2017
Q1 		$1.25M Buy
16,728
+768
+5% +$58K 0.02% 747
2016
Q4 		$1.15M Sell
15,960
-704
-4% -$47K 0.02% 719
2016
Q3 		$1.09M Buy
+16,664
New +$1.08M 0.02% 625
2016
Q2 		– Sell
-15,541
Closed -$943K – 722
2016
Q1 		$943K Sell
15,541
-1,043
-6% -$57.1K 0.02% 538
2015
Q4 		$936K Buy
16,584
+803
+5% +$46.2K 0.02% 569
2015
Q3 		$861K Sell
15,781
-12,700
-45% -$698K 0.02% 591
2015
Q2 		$1.69M Buy
28,481
+9,124
+47% +$573K 0.04% 548
2015
Q1 		$1.16M Sell
19,357
-742
-4% -$46K 0.02% 813
2014
Q4 		$1.42M Buy
20,099
+1,210
+6% +$86.6K 0.03% 698
2014
Q3 		$1.39M Buy
18,889
+650
+4% +$48.9K 0.03% 683
2014
Q2 		$1.34M Sell
18,239
-610
-3% -$42.5K 0.03% 680
2014
Q1 		$1.26M Buy
18,849
+2,065
+12% +$134K 0.03% 647
2013
Q4 		$1.12M Sell
16,784
-165
-1% -$11.2K 0.03% 671
2013
Q3 		$1.13M Buy
16,949
+4,400
+35% +$276K 0.03% 605
2013
Q2 		$728K Buy
+12,549
New +$760K 0.08% 305

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janney Montgomery Scott's BMO Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Bank of Montreal (BMO) stake by 15% in Q1 2026, selling an estimated $406K and leaving 16,862 shares worth $2.28M. The position accounts for 0.01% of the portfolio, ranked #1206.

Janney Montgomery Scott first reported a position in BMO in Q2 2013 and has held it in 44 quarters since. The position peaked at $3.06M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Janney Montgomery Scott held 16,862 shares of Bank of Montreal worth $2.28M as of Q1 2026.
  • Janney Montgomery Scott sold 2,923 Bank of Montreal shares in Q1 2026, an estimated $406K.
  • Bank of Montreal made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1206 holding.
  • Janney Montgomery Scott first reported a position in Bank of Montreal in Q2 2013 and has held it in 44 quarters since.
  • Janney Montgomery Scott's Bank of Montreal position peaked at $3.06M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.