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 Q3	–	Sell	-7,492	Closed	-$1.32M	–	1349
2026 Q2	$1.32M	Hold	7,492	–	–	0.01%	847
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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Jefferies Financial Group's BMO Position: Q3 2026 in Review

Jefferies Financial Group sold out of Bank of Montreal (BMO) in Q3 2026, closing a stake of 7,492 shares — an estimated $1.32M sold.

Jefferies Financial Group first reported a position in BMO in Q3 2023 and held it in 12 quarters. The position peaked at $62.2M in Q4 2025. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

Jefferies Financial Group reported no remaining Bank of Montreal position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 7,492 Bank of Montreal shares in Q3 2026, an estimated $1.32M.
Jefferies Financial Group first reported a position in Bank of Montreal in Q3 2023 and held it in 12 quarters.
Jefferies Financial Group's Bank of Montreal position peaked at $62.2M in Q4 2025.
567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.