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

Jefferies Financial Group’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	$1.01M	Sell	7,492 -472,000	-98%	-$65.6M	0.01%	918
2025 Q4	$62.2M	Buy	479,492 +472,000	+6,300%	+$59.8M	0.32%	51
2025 Q3	$976K	Hold	7,492	–	–	﹤0.01%	884
2025 Q2	$829K	Hold	7,492	–	–	0.01%	784
2025 Q1	$716K	Hold	7,492	–	–	0.01%	935
2024 Q4	$727K	Hold	7,492	–	–	﹤0.01%	993
2024 Q3	$676K	Hold	7,492	–	–	﹤0.01%	898
2024 Q2	$628K	Sell	7,492 -100	-1%	-$9.08K	0.01%	893
2024 Q1	$742K	Buy	7,592 +100	+1%	+$9.44K	0.01%	930
2023 Q4	$741K	Hold	7,492	–	–	﹤0.01%	1082
2023 Q3	$632K	Buy	+7,492	New	+$658K	0.01%	979

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's BMO Position: Q1 2026 in Review

Jefferies Financial Group reduced its Bank of Montreal (BMO) stake by 98% in Q1 2026, selling an estimated $65.6M and leaving 7,492 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #918.

Jefferies Financial Group first reported a position in BMO in Q3 2023 and has held it in 11 quarters since. The position peaked at $62.2M in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Jefferies Financial Group held 7,492 shares of Bank of Montreal worth $1.01M as of Q1 2026.
Jefferies Financial Group sold 472,000 Bank of Montreal shares in Q1 2026, an estimated $65.6M.
Bank of Montreal made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #918 holding.
Jefferies Financial Group first reported a position in Bank of Montreal in Q3 2023 and has held it in 11 quarters since.
Jefferies Financial Group's Bank of Montreal position peaked at $62.2M in Q4 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.