Kestra Advisory Services, LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1830819 AUSTIN, TX

Position in BMO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,469,857

+$822,336 QoQ

Shares Held

19,637

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#208

of 653 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. BMO ranks #7 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	688,749	$225,448,210
2	WFC	Wells Fargo & Company/Mn	556,012	$45,948,831
3	BAC	Bank Of America Corp /De/	544,630	$31,033,017
4	C	Citigroup Inc	152,011	$21,275,459
5	RY	Royal Bank Of Canada	23,858	$4,937,890
6	BNY	Bank of New York Mellon Corp	25,071	$3,625,517
7	BMO	Bank Of Montreal /Can/ This page	19,637	$3,469,857
8	TD	Toronto Dominion Bank	24,639	$2,991,913

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,469,857	19,637	+0.4%	Shares	Sole	2026-07-28
2026-03-31	$2,647,521	19,562	-5.7%	Shares	Sole	2026-04-30
2025-12-31	$2,692,753	20,747	-4.8%	Shares	Sole	2026-02-13
2025-09-30	$2,839,840	21,803	+185.5%	Shares	Sole	2025-11-14
2025-06-30	$844,991	7,638	+26.9%	Shares	Sole	2025-08-15
2025-03-31	$574,779	6,018	-8.5%	Shares	Sole	2025-05-14
2024-12-31	$638,589	6,580	+6.6%	Shares	Sole	2025-02-10
2024-09-30	$556,534	6,170	-18.9%	Shares	Sole	2024-11-13
2024-06-30	$637,846	7,607	+2.9%	Shares	Sole	2024-08-14
2024-03-31	$722,245	7,394	+2.4%	Shares	Sole	2024-05-15
2023-12-31	$714,346	7,220	-13.2%	Shares	Sole	2024-02-14
2023-09-30	$701,874	8,319	+27.2%	Shares	Sole	2023-11-13
2023-06-30	$590,717	6,541	+4.2%	Shares	Sole	2023-08-11
2023-03-31	$559,165	6,275	-16.3%	Shares	Sole	2023-05-12
2022-12-31	$679,047	7,495	-24.3%	Shares	Sole	2023-01-31
2022-09-30	$867,373	9,897	+2.3%	Shares	Sole	2022-11-01
2022-06-30	$930,540	9,676	+32.7%	Shares	Sole	2022-08-12
2022-03-31	$860,001	7,290	-10.8%	Shares	Sole	2022-07-20
2021-12-31	$880,395	8,173	-0.8%	Shares	Sole	2022-07-25
2021-09-30	$821,575	8,238	-4.3%	Shares	Sole	2022-07-25
2021-06-30	$882,836	8,608	+23.4%	Shares	Sole	2022-07-26
2021-03-31	$621,879	6,978	-21.0%	Shares	Sole	2022-07-27
2020-12-31	$671,268	8,829	+7783.0%	Shares	Sole	2022-07-28
2020-09-30	$6,541	112	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.