Kerntke Otto McGlone Wealth Management Group’s Bank of Montreal BMO Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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	$270K	Buy	1,528 +5	+0.3%	+$786	0.16%	78
2026 Q1	$206K	Buy	+1,523	New	+$212K	0.14%	84
2025 Q4	–	Sell	-1,549	Closed	-$202K	–	87
2025 Q3	$202K	Buy	+1,549	New	+$183K	0.15%	83
2021 Q3	–	Sell	-3,536	Closed	-$363K	–	47
2021 Q2	$363K	Buy	3,536 +5	+0.1%	+$494	0.14%	98
2021 Q1	$315K	Buy	3,531 +6	+0.2%	+$489	0.17%	99
2020 Q4	$268K	Buy	3,525 +6	+0.2%	+$411	0.16%	99
2020 Q3	$206K	Buy	+3,519	New	+$204K	0.15%	100
2020 Q1	–	Sell	-3,498	Closed	-$271K	–	94
2019 Q4	$271K	Buy	+3,498	New	+$263K	0.23%	83

Other funds holding BMO

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's BMO Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Bank of Montreal (BMO) stake by 0.33% in Q2 2026, buying an estimated $786 and bringing the position to 1,528 shares worth $270K. The position accounts for 0.16% of the portfolio, ranked #78.

Kerntke Otto McGlone Wealth Management Group first reported a position in BMO in Q4 2019 and has held it in 8 quarters since. The position peaked at $363K in Q2 2021. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Kerntke Otto McGlone Wealth Management Group held 1,528 shares of Bank of Montreal worth $270K as of Q2 2026.
Kerntke Otto McGlone Wealth Management Group bought 5 Bank of Montreal shares in Q2 2026, an estimated $786.
Bank of Montreal made up 0.16% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #78 holding.
Kerntke Otto McGlone Wealth Management Group first reported a position in Bank of Montreal in Q4 2019 and has held it in 8 quarters since.
Kerntke Otto McGlone Wealth Management Group's Bank of Montreal position peaked at $363K in Q2 2021.
657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.