Jefferies Group's BMO Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 479,492 shares of Bank of Montreal (BMO) worth $62.23 M, representing 0.32% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in BMO, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 472,000 shares. Largest reduction occurred in Q2 2024, reducing 100 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Bank of Montreal (BMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank of Montreal (BMO) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +472,000 | Add 6300.05% | 479,492 | $129.79 |
| Q2 2024 | -100 | Reduce 1.32% | 7,492 | $83.85 |
| Q1 2024 | +100 | Add 1.33% | 7,592 | $97.68 |
| Q3 2023 | +7,492 | New Buy | 7,492 | $84.37 |
Jefferies Group's Bank of Montreal Investment FAQs
Jefferies Group first purchased Bank of Montreal (BMO) in Q3 2023, acquiring 7,492 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Bank of Montreal (BMO) for 10 quarters since Q3 2023.
Jefferies Group's largest addition to Bank of Montreal (BMO) was in Q4 2025, adding 479,492 shares worth $62.23 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 479,492 shares of Bank of Montreal (BMO), valued at approximately $62.23 M.
As of the Q4 2025 filing, Bank of Montreal (BMO) represents approximately 0.32% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Bank of Montreal (BMO) was 479,492 shares, as reported at the end of Q4 2025.