Skip to content
Disclosery

BANK OF MONTREAL /CAN/: KKR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on KKR, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 842,534 KKR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 842,534 shares
    Change vs previous 13F +133,779 shares

    0.03% of the 13F portfolio, value $77,327,758.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 708,755 shares
    Change vs previous 13F -344,612 shares

    0.03% of the 13F portfolio, value $65,559,837.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,053,367 shares
    Change vs previous 13F +34,420 shares

    0.05% of the 13F portfolio, value $134,283,233.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,018,947 shares
    Change vs previous 13F +48,136 shares

    0.05% of the 13F portfolio, value $132,412,215.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 970,811 shares
    Change vs previous 13F -155,662 shares

    0.06% of the 13F portfolio, value $129,146,953.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,126,473 shares
    Change vs previous 13F -125,936 shares

    0.07% of the 13F portfolio, value $130,231,557.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,252,409 shares
    Change vs previous 13F -47,623 shares

    0.09% of the 13F portfolio, value $185,243,753.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,300,032 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $171,786,260.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).