JNBA Financial Advisors’s Bank of Montreal BMO Stock Holding History

JNBA Financial 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	$80.8K	Buy	457 +17	+4%	+$2.67K	0.01%	268
2026 Q1	$59.5K	Hold	440	–	–	0.01%	283
2025 Q4	$57.1K	Sell	440 -18	-4%	-$2.28K	0.01%	294
2025 Q3	$59.7K	Sell	458 -42	-8%	-$4.97K	0.01%	286
2025 Q2	$55.3K	Hold	500	–	–	0.01%	283
2025 Q1	$47.8K	Hold	500	–	–	0.01%	287
2024 Q4	$48.5K	Hold	500	–	–	0.01%	284
2024 Q3	$45.1K	Hold	500	–	–	﹤0.01%	301
2024 Q2	$41.9K	Sell	500 -500	-50%	-$45.4K	﹤0.01%	308
2024 Q1	$97.7K	Hold	1,000	–	–	0.01%	230
2023 Q4	$98.9K	Hold	1,000	–	–	0.01%	228
2023 Q3	$84.4K	Hold	1,000	–	–	0.01%	237
2023 Q2	$90.3K	Hold	1,000	–	–	0.01%	236
2023 Q1	$89.1K	Hold	1,000	–	–	0.01%	239
2022 Q4	$90.6K	Hold	1,000	–	–	0.01%	234
2022 Q3	$88K	Hold	1,000	–	–	0.01%	232
2022 Q2	$96K	Hold	1,000	–	–	0.01%	224
2022 Q1	$118K	Hold	1,000	–	–	0.02%	215
2021 Q4	$108K	Hold	1,000	–	–	0.01%	231
2021 Q3	$100K	Hold	1,000	–	–	0.01%	226
2021 Q2	$103K	Sell	1,000 -575	-37%	-$56.8K	0.01%	224
2021 Q1	$140K	Hold	1,575	–	–	0.02%	204
2020 Q4	$120K	Hold	1,575	–	–	0.02%	197
2020 Q3	$92K	Hold	1,575	–	–	0.02%	198
2020 Q2	$84K	Buy	+1,575	New	+$80.3K	0.02%	199
2016 Q4	–	Sell	-1,543	Closed	-$101K	–	589
2016 Q3	$101K	Buy	+1,543	New	+$100K	0.01%	352
2016 Q1	–	Sell	-81	Closed	-$5K	–	541
2015 Q4	$5K	Buy	+81	New	+$4.66K	﹤0.01%	396

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

JNBA Financial Advisors's BMO Position: Q2 2026 in Review

JNBA Financial Advisors increased its Bank of Montreal (BMO) stake by 3.9% in Q2 2026, buying an estimated $2.67K and bringing the position to 457 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #268.

JNBA Financial Advisors first reported a position in BMO in Q4 2015 and has held it in 27 quarters since. The position peaked at $140K in Q1 2021. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

JNBA Financial Advisors held 457 shares of Bank of Montreal worth $80.8K as of Q2 2026.
JNBA Financial Advisors bought 17 Bank of Montreal shares in Q2 2026, an estimated $2.67K.
Bank of Montreal made up 0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #268 holding.
JNBA Financial Advisors first reported a position in Bank of Montreal in Q4 2015 and has held it in 27 quarters since.
JNBA Financial Advisors's Bank of Montreal position peaked at $140K in Q1 2021.
659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.