Raymond James Financial
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Raymond James Financial’s Bank of Montreal BMO Stock Holding History

Raymond James Financial’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 		$16.1M Sell
90,897
-233,330
-72% -$36.7M ﹤0.01% 1735
2026
Q1 		$43.9M Sell
324,227
-57,965
-15% -$8.05M 0.01% 937
2025
Q4 		$49.6M Sell
382,192
-110,756
-22% -$14M 0.02% 829
2025
Q3 		$64.2M Buy
492,948
+820
+0.2% +$97.1K 0.02% 664
2025
Q2 		$54.4M Sell
492,128
-1,085
-0.2% -$109K 0.02% 717
2025
Q1 		$47.1M Sell
493,213
-5,019
-1% -$496K 0.02% 752
2024
Q4 		$48.4M Buy
+498,232
New +$47.1M 0.02% 743

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Raymond James Financial's BMO Position: Q2 2026 in Review

Raymond James Financial reduced its Bank of Montreal (BMO) stake by 72% in Q2 2026, selling an estimated $36.7M and leaving 90,897 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Raymond James Financial first reported a position in BMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $64.2M in Q3 2025. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Raymond James Financial held 90,897 shares of Bank of Montreal worth $16.1M as of Q2 2026.
  • Raymond James Financial sold 233,330 Bank of Montreal shares in Q2 2026, an estimated $36.7M.
  • Bank of Montreal made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1735 holding.
  • Raymond James Financial first reported a position in Bank of Montreal in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Bank of Montreal position peaked at $64.2M in Q3 2025.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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