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 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James Financial's BMO Position: Q1 2026 in Review

Raymond James Financial reduced its Bank of Montreal (BMO) stake by 15% in Q1 2026, selling an estimated $8.05M and leaving 324,227 shares worth $43.9M. The position accounts for 0.01% of the portfolio, ranked #937.

Raymond James Financial first reported a position in BMO in Q4 2024 and has held it in 6 quarters since. The position peaked at $64.2M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Raymond James Financial held 324,227 shares of Bank of Montreal worth $43.9M as of Q1 2026.
Raymond James Financial sold 57,965 Bank of Montreal shares in Q1 2026, an estimated $8.05M.
Bank of Montreal made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #937 holding.
Raymond James Financial first reported a position in Bank of Montreal in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Bank of Montreal position peaked at $64.2M in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.