Position in BMO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,323,836
+$309,869 QoQ
Shares Held
7,492
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#264
of 653 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMO Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Jefferies Financial Group Inc. holds $160,428,361 across 10 Banks - Diversified names. BMO ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
187,957 | $61,523,964 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
255,199 | $36,904,327 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,000,000 | $25,060,000 | |
| 4 | C |
Citigroup Inc
|
97,813 | $13,689,907 | |
| 5 | BAC |
Bank Of America Corp /De/
|
162,381 | $9,252,469 | |
| 6 | UBS |
UBS Group AG
|
123,024 | $6,097,069 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
60,076 | $4,964,680 | |
| 8 | BMO |
Bank Of Montreal /Can/
This page
|
7,492 | $1,323,836 |
All Filings in BMO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,836 | 7,492 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,013,967 | 7,492 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $62,233,266 | 479,492 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $975,833 | 7,492 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $828,839 | 7,492 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $715,560 | 7,492 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $727,098 | 7,492 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $675,778 | 7,492 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $628,204 | 7,492 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $741,586 | 7,592 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $741,258 | 7,492 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $632,100 | 7,492 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||