KPP Advisory Services LLC

Position in BMO — Bank Of Montreal /Can/

CIK 1989349 Louisville, KY

Position in BMO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$260,809

+$58,792 QoQ

Shares Held

1,476

-4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#478

of 654 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KPP Advisory Services LLC holds $11,791,220 across 5 Banks - Diversified names. BMO ranks #5 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	20,441	$6,690,952
2	BAC	Bank Of America Corp /De/	43,806	$2,496,065
3	C	Citigroup Inc	11,963	$1,674,341
4	WFC	Wells Fargo & Company/Mn	8,096	$669,053
5	BMO	Bank Of Montreal /Can/ This page	1,476	$260,809

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,809	1,476	-4.8%	Shares	Sole	2026-07-24
2025-09-30	$202,017	1,551	-35.5%	Shares	Sole	2025-11-03
2024-03-31	$234,725	2,403	-3.4%	Shares	Sole	2024-05-14
2023-12-31	$246,063	2,487	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.