Kestra Private Wealth Services’s Bank of Montreal BMO Stock Holding History

Kestra Private Wealth 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	$594K	Sell	4,390 -17	-0.4%	-$2.36K	0.01%	1115
2025 Q4	$572K	Sell	4,407 -3,055	-41%	-$387K	0.01%	1093
2025 Q3	$972K	Buy	7,462 +42	+0.6%	+$4.97K	0.01%	796
2025 Q2	$821K	Buy	+7,420	New	+$748K	0.01%	818
2022 Q2	–	Sell	-1,787	Closed	-$211K	–	928
2022 Q1	$211K	Buy	+1,787	New	+$207K	0.01%	876

Other funds holding BMO

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

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 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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

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

Kestra Private Wealth Services's BMO Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Bank of Montreal (BMO) stake by 0.39% in Q1 2026, selling an estimated $2.36K and leaving 4,390 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #1115.

Kestra Private Wealth Services first reported a position in BMO in Q1 2022 and has held it in 5 quarters since. The position peaked at $972K in Q3 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Kestra Private Wealth Services held 4,390 shares of Bank of Montreal worth $594K as of Q1 2026.
Kestra Private Wealth Services sold 17 Bank of Montreal shares in Q1 2026, an estimated $2.36K.
Bank of Montreal made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1115 holding.
Kestra Private Wealth Services first reported a position in Bank of Montreal in Q1 2022 and has held it in 5 quarters since.
Kestra Private Wealth Services's Bank of Montreal position peaked at $972K in Q3 2025.
634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.