Bank of Montreal’s Kovitz Core Equity ETF EQTY Stock Holding History

Bank of Montreal’s Portfolio EQTY Stock Details EQTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$703K	Buy	25,164 +15,685	+165%	+$428K	﹤0.01%	2278
2026 Q1	$241K	Buy	+9,479	New	+$256K	﹤0.01%	2825

Other funds holding EQTY

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCM

Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return

DWA

Delta Wealth Advisors Indianapolis, Indiana $140M AUM 16.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Bank of Montreal's EQTY Position: Q2 2026 in Review

Bank of Montreal increased its Kovitz Core Equity ETF (EQTY) stake by 165% in Q2 2026, buying an estimated $428K and bringing the position to 25,164 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Bank of Montreal first reported a position in EQTY in Q1 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold EQTY as of Q2 2026.

Bank of Montreal held 25,164 shares of Kovitz Core Equity ETF worth $703K as of Q2 2026.
Bank of Montreal bought 15,685 Kovitz Core Equity ETF shares in Q2 2026, an estimated $428K.
Kovitz Core Equity ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2278 holding.
Bank of Montreal first reported a position in Kovitz Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
23 funds tracked by Wall St. Rank held Kovitz Core Equity ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.