Kestra Investment Management’s Bank of Montreal BMO Stock Holding History

Kestra Investment Management’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
2025 Q1	–	Sell	-39	Closed	-$3.79K	–	953
2024 Q4	$3.79K	Buy	+39	New	+$3.69K	﹤0.01%	946

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Kestra Investment Management's BMO Position: Q1 2025 in Review

Kestra Investment Management sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 39 shares — an estimated $3.79K sold.

Kestra Investment Management first reported a position in BMO in Q4 2024 and held it in 1 quarter. The position peaked at $3.79K in Q4 2024. 556 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Kestra Investment Management reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Kestra Investment Management sold 39 Bank of Montreal shares in Q1 2025, an estimated $3.79K.
Kestra Investment Management first reported a position in Bank of Montreal in Q4 2024 and held it in 1 quarter.
Kestra Investment Management's Bank of Montreal position peaked at $3.79K in Q4 2024.
556 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.