Jones Financial Companies’s Bank of Montreal BMO Stock Holding History

Jones Financial Companies’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	$5.09M	Buy	29,045 +8,798	+43%	+$1.38M	﹤0.01%	1183
2026 Q1	$2.67M	Buy	20,247 +7,208	+55%	+$1M	﹤0.01%	1309
2025 Q4	$1.69M	Buy	13,039 +2,193	+20%	+$278K	﹤0.01%	1027
2025 Q3	$1.42M	Buy	10,846 +836	+8%	+$99K	﹤0.01%	1000
2025 Q2	$1.09M	Buy	10,010 +1,578	+19%	+$159K	﹤0.01%	974
2025 Q1	$803K	Buy	8,432 +599	+8%	+$59.2K	﹤0.01%	947
2024 Q4	$760K	Buy	7,833 +3,502	+81%	+$331K	﹤0.01%	835
2024 Q3	$392K	Buy	4,331 +3,518	+433%	+$300K	﹤0.01%	910
2024 Q2	$68.2K	Buy	+813	New	+$73.8K	﹤0.01%	1156
2019 Q2	–	Sell	-26,619	Closed	-$1.99M	–	205
2019 Q1	$1.99M	Buy	+26,619	New	+$1.97M	﹤0.01%	127

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

Jones Financial Companies's BMO Position: Q2 2026 in Review

Jones Financial Companies increased its Bank of Montreal (BMO) stake by 43% in Q2 2026, buying an estimated $1.38M and bringing the position to 29,045 shares worth $5.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Jones Financial Companies first reported a position in BMO in Q1 2019 and has held it in 10 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Jones Financial Companies held 29,045 shares of Bank of Montreal worth $5.09M as of Q2 2026.
Jones Financial Companies bought 8,798 Bank of Montreal shares in Q2 2026, an estimated $1.38M.
Bank of Montreal made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1183 holding.
Jones Financial Companies first reported a position in Bank of Montreal in Q1 2019 and has held it in 10 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.