Kestra Advisory Services
BMO icon

Kestra Advisory Services’s Bank of Montreal BMO Stock Holding History

Kestra Advisory Services’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
Q3 		$3.41M Buy
20,383
+746
+4% +$132K 0.01% 1115
2026
Q2 		$3.47M Buy
19,637
+75
+0.4% +$11.8K 0.01% 1037
2026
Q1 		$2.65M Sell
19,562
-1,185
-6% -$165K 0.01% 1138
2025
Q4 		$2.69M Sell
20,747
-1,056
-5% -$134K 0.01% 1049
2025
Q3 		$2.84M Buy
21,803
+14,165
+185% +$1.68M 0.01% 966
2025
Q2 		$845K Buy
7,638
+1,620
+27% +$163K ﹤0.01% 1599
2025
Q1 		$575K Sell
6,018
-562
-9% -$55.6K ﹤0.01% 1722
2024
Q4 		$639K Buy
6,580
+410
+7% +$38.8K ﹤0.01% 1705
2024
Q3 		$557K Sell
6,170
-1,437
-19% -$123K ﹤0.01% 1702
2024
Q2 		$638K Buy
7,607
+213
+3% +$19.3K ﹤0.01% 1617
2024
Q1 		$722K Buy
7,394
+174
+2% +$16.4K ﹤0.01% 1440
2023
Q4 		$714K Sell
7,220
-1,099
-13% -$91.7K 0.01% 1307
2023
Q3 		$702K Buy
8,319
+1,778
+27% +$156K 0.01% 1178
2023
Q2 		$591K Buy
6,541
+266
+4% +$23.5K 0.01% 1242
2023
Q1 		$559K Sell
6,275
-1,220
-16% -$116K 0.01% 1219
2022
Q4 		$679K Sell
7,495
-2,402
-24% -$222K 0.01% 1232
2022
Q3 		$867K Buy
9,897
+221
+2% +$21.4K 0.01% 1040
2022
Q2 		$931K Buy
9,676
+2,386
+33% +$254K 0.01% 1006
2022
Q1 		$860K Sell
7,290
-883
-11% -$102K 0.01% 1027
2021
Q4 		$880K Sell
8,173
-65
-0.8% -$7K 0.01% 1039
2021
Q3 		$822K Sell
8,238
-370
-4% -$37.2K 0.01% 1119
2021
Q2 		$883K Buy
8,608
+1,630
+23% +$161K 0.01% 1003
2021
Q1 		$622K Sell
6,978
-1,851
-21% -$151K 0.01% 1091
2020
Q4 		$669K Buy
8,829
+8,717
+7,783% +$597K 0.01% 1059
2020
Q3 		$439K Buy
+112
New +$6.48K 0.01% 946

Other funds holding BMO

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Kestra Advisory Services's BMO Position: Q3 2026 in Review

Kestra Advisory Services increased its Bank of Montreal (BMO) stake by 3.8% in Q3 2026, buying an estimated $132K and bringing the position to 20,383 shares worth $3.41M. The position accounts for 0.01% of the portfolio, ranked #1115.

Kestra Advisory Services first reported a position in BMO in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.47M in Q2 2026. 567 funds tracked by Wall St. Rank hold BMO as of Q3 2026.

  • Kestra Advisory Services held 20,383 shares of Bank of Montreal worth $3.41M as of Q3 2026.
  • Kestra Advisory Services bought 746 Bank of Montreal shares in Q3 2026, an estimated $132K.
  • Bank of Montreal made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1115 holding.
  • Kestra Advisory Services first reported a position in Bank of Montreal in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Bank of Montreal position peaked at $3.47M in Q2 2026.
  • 567 funds tracked by Wall St. Rank held Bank of Montreal as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.