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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
2026
Q2 		$213K Buy
+1,206
New +$190K 0.01% 919
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Kingswood Wealth Advisors's BMO Position: Q2 2026 in Review

Kingswood Wealth Advisors opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,206 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Kingswood Wealth Advisors previously reported a position in BMO as recently as Q4 2024.

Kingswood Wealth Advisors first reported a position in BMO in Q4 2024 and has held it in 2 quarters since. The position peaked at $220K in Q4 2024. 659 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Kingswood Wealth Advisors held 1,206 shares of Bank of Montreal worth $213K as of Q2 2026.
  • Bank of Montreal was a new Kingswood Wealth Advisors position in Q2 2026.
  • Bank of Montreal made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #919 holding.
  • Kingswood Wealth Advisors first reported a position in Bank of Montreal in Q4 2024 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Bank of Montreal position peaked at $220K in Q4 2024.
  • 659 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.