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 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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Fidelity International

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Mackenzie Financial

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

Geode Capital Management

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