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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
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 +$6.49K 0.01% 946

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
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 $61.3B 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 $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B 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

Kestra Advisory Services's BMO Position: Q1 2026 in Review

Kestra Advisory Services reduced its Bank of Montreal (BMO) stake by 5.7% in Q1 2026, selling an estimated $165K and leaving 19,562 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #1138.

Kestra Advisory Services first reported a position in BMO in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Kestra Advisory Services held 19,562 shares of Bank of Montreal worth $2.65M as of Q1 2026.
  • Kestra Advisory Services sold 1,185 Bank of Montreal shares in Q1 2026, an estimated $165K.
  • Bank of Montreal made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1138 holding.
  • Kestra Advisory Services first reported a position in Bank of Montreal in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Bank of Montreal position peaked at $2.84M in Q3 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.