Kingswood Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Kingswood Wealth Advisors’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	-2,269	Closed	-$220K	–	736
2024 Q4	$220K	Buy	+2,269	New	+$214K	0.02%	710

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

Kingswood Wealth Advisors's BMO Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Bank of Montreal (BMO) in Q1 2025, closing a stake of 2,269 shares — an estimated $220K sold.

Kingswood Wealth Advisors first reported a position in BMO in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 556 funds tracked by Wall St. Rank hold BMO as of Q1 2025.

Kingswood Wealth Advisors reported no remaining Bank of Montreal position as of Q1 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,269 Bank of Montreal shares in Q1 2025, an estimated $220K.
Kingswood Wealth Advisors first reported a position in Bank of Montreal in Q4 2024 and held it in 1 quarter.
Kingswood Wealth Advisors's Bank of Montreal position peaked at $220K in Q4 2024.
556 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.