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 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

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

Jefferies Financial Group's BMO Position: Q2 2026 in Review

Jefferies Financial Group held its Bank of Montreal (BMO) position steady in Q2 2026 at 7,492 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #847.

Jefferies Financial Group first reported a position in BMO in Q3 2023 and has held it in 12 quarters since. The position peaked at $62.2M in Q4 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Jefferies Financial Group held 7,492 shares of Bank of Montreal worth $1.32M as of Q2 2026.
Jefferies Financial Group left its Bank of Montreal share count unchanged in Q2 2026.
Bank of Montreal made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #847 holding.
Jefferies Financial Group first reported a position in Bank of Montreal in Q3 2023 and has held it in 12 quarters since.
Jefferies Financial Group's Bank of Montreal position peaked at $62.2M in Q4 2025.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.