JFS Wealth Advisors’s Bank of Montreal BMO Stock Holding History

JFS Wealth Advisors’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	$23.3K	Buy	132 +11	+9%	+$1.73K	﹤0.01%	730
2026 Q1	$16.4K	Hold	121	–	–	﹤0.01%	790
2025 Q4	$15.7K	Hold	121	–	–	﹤0.01%	827
2025 Q3	$15.8K	Hold	121	–	–	﹤0.01%	749
2025 Q2	$13.4K	Sell	121 -77	-39%	-$7.76K	﹤0.01%	772
2025 Q1	$18.9K	Hold	198	–	–	﹤0.01%	674
2024 Q4	$19.2K	Buy	198 +35	+21%	+$3.31K	﹤0.01%	658
2024 Q3	$14.7K	Buy	163 +6	+4%	+$512	﹤0.01%	724
2024 Q2	$13.2K	Sell	157 -37	-19%	-$3.36K	﹤0.01%	712
2024 Q1	$18.9K	Hold	194	–	–	﹤0.01%	638
2023 Q4	$19.2K	Buy	194 +57	+42%	+$4.76K	﹤0.01%	594
2023 Q3	$11.6K	Sell	137 -62	-31%	-$5.45K	﹤0.01%	684
2023 Q2	$18K	Buy	199 +18	+10%	+$1.59K	﹤0.01%	572
2023 Q1	$16.1K	Buy	181 +11	+6%	+$1.04K	﹤0.01%	579
2022 Q4	$15.4K	Buy	170 +32	+23%	+$2.96K	﹤0.01%	584
2022 Q3	$12K	Sell	138 -155	-53%	-$15K	﹤0.01%	669
2022 Q2	$28K	Buy	293 +43	+17%	+$4.57K	﹤0.01%	516
2022 Q1	$29K	Buy	250 +194	+346%	+$22.5K	﹤0.01%	524
2021 Q4	$6K	Buy	+56	New	+$6.04K	﹤0.01%	754

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

JFS Wealth Advisors's BMO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Bank of Montreal (BMO) stake by 9.1% in Q2 2026, buying an estimated $1.73K and bringing the position to 132 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

JFS Wealth Advisors first reported a position in BMO in Q4 2021 and has held it in 19 quarters since. The position peaked at $29K in Q1 2022. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

JFS Wealth Advisors held 132 shares of Bank of Montreal worth $23.3K as of Q2 2026.
JFS Wealth Advisors bought 11 Bank of Montreal shares in Q2 2026, an estimated $1.73K.
Bank of Montreal made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #730 holding.
JFS Wealth Advisors first reported a position in Bank of Montreal in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Bank of Montreal position peaked at $29K in Q1 2022.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.