KPP Advisory Services’s Bank of Montreal BMO Stock Holding History

KPP 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 Q2	$261K	Buy	+1,476	New	+$232K	0.03%	325
2025 Q4	–	Sell	-1,551	Closed	-$202K	–	330
2025 Q3	$202K	Buy	+1,551	New	+$184K	0.03%	323
2024 Q2	–	Sell	-2,403	Closed	-$235K	–	241
2024 Q1	$235K	Sell	2,403 -84	-3%	-$7.93K	0.06%	217
2023 Q4	$246K	Buy	+2,487	New	+$208K	0.22%	111

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

KPP Advisory Services's BMO Position: Q2 2026 in Review

KPP Advisory Services opened a new position in Bank of Montreal (BMO) in Q2 2026: 1,476 shares worth $261K. The stake represents 0.03% of the portfolio and ranks #325 among its holdings. This is a return to the name: KPP Advisory Services previously reported a position in BMO as recently as Q3 2025.

KPP Advisory Services first reported a position in BMO in Q4 2023 and has held it in 4 quarters since. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

KPP Advisory Services held 1,476 shares of Bank of Montreal worth $261K as of Q2 2026.
Bank of Montreal was a new KPP Advisory Services position in Q2 2026.
Bank of Montreal made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #325 holding.
KPP Advisory Services first reported a position in Bank of Montreal in Q4 2023 and has held it in 4 quarters since.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.