Bank of Montreal
TWO

Bank of Montreal’s Two Harbors Investment TWO Stock Holding History

Bank of Montreal’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,221
Closed -$196K – 3810
2025
Q2 		$196K Buy
18,221
+2,512
+16% +$28.3K ﹤0.01% 2813
2025
Q1 		$210K Buy
15,709
+4,929
+46% +$63.9K ﹤0.01% 2707
2024
Q4 		$128K Sell
10,780
-51
-0.5% -$617 ﹤0.01% 2891
2024
Q3 		$148K Buy
10,831
+600
+6% +$8.18K ﹤0.01% 3137
2024
Q2 		$136K Sell
10,231
-1,165
-10% -$14.8K ﹤0.01% 3155
2024
Q1 		$151K Buy
+11,396
New +$148K ﹤0.01% 3157
2023
Q4 		– Sell
-11,789
Closed -$165K – 4301
2023
Q3 		$165K Sell
11,789
-249
-2% -$3.34K ﹤0.01% 3134
2023
Q2 		$169K Sell
12,038
-2,266
-16% -$29.9K ﹤0.01% 3279
2023
Q1 		$211K Buy
14,304
+3,847
+37% +$62.5K ﹤0.01% 2986
2022
Q4 		$167K Sell
10,457
-98,950
-90% -$1.49M ﹤0.01% 3218
2022
Q3 		$2.1K Buy
109,407
+99,769
+1,035% +$1.94M ﹤0.01% 1786
2022
Q2 		$196 Sell
9,638
-15,373
-61% -$311K ﹤0.01% 3283
2022
Q1 		$556K Buy
25,011
+261
+1% +$5.67K ﹤0.01% 2758
2021
Q4 		$578K Sell
24,750
-1,338
-5% -$33.4K ﹤0.01% 2289
2021
Q3 		$693K Buy
26,088
+2,809
+12% +$73.7K ﹤0.01% 2687
2021
Q2 		$705K Buy
23,279
+21,320
+1,088% +$635K ﹤0.01% 2659
2021
Q1 		$58K Sell
1,959
-8,669
-82% -$238K ﹤0.01% 3634
2020
Q4 		$270K Buy
10,628
+7,343
+224% +$174K ﹤0.01% 3057
2020
Q3 		$68K Sell
3,285
-4,248
-56% -$90.2K ﹤0.01% 3286
2020
Q2 		$143K Buy
7,533
+7,043
+1,437% +$131K ﹤0.01% 2903
2020
Q1 		$7K Sell
490
-8,642
-95% -$441K ﹤0.01% 3609
2019
Q4 		$534K Sell
9,132
-31,955
-78% -$1.81M ﹤0.01% 2632
2019
Q3 		$2.16M Sell
41,087
-8,275
-17% -$436K ﹤0.01% 1638
2019
Q2 		$2.5M Buy
49,362
+35,964
+268% +$1.89M ﹤0.01% 1539
2019
Q1 		$725K Buy
13,398
+2,526
+23% +$141K ﹤0.01% 2147
2018
Q4 		$558K Buy
10,872
+317
+3% +$18.1K ﹤0.01% 2126
2018
Q3 		$630K Buy
10,555
+8,418
+394% +$525K ﹤0.01% 2225
2018
Q2 		$135K Sell
2,137
-116,750
-98% -$7.31M ﹤0.01% 2981
2018
Q1 		$7.31M Hold
118,887
– – 0.01% 983
2017
Q4 		$7.73M Sell
118,887
-13,056
-10% -$914K 0.01% 956
2017
Q3 		$10.6M Buy
131,943
+35,620
+37% +$2.85M 0.01% 833
2017
Q2 		$7.64M Buy
96,323
+93,587
+3,421% +$7.48M 0.01% 967
2017
Q1 		$210K Sell
2,736
-8,483
-76% -$619K ﹤0.01% 2442
2016
Q4 		$777K Sell
11,219
-48,321
-81% -$3.29M ﹤0.01% 1980
2016
Q3 		$4.06M Sell
59,540
-40,000
-40% -$2.81M ﹤0.01% 1186
2016
Q2 		$6.82M Buy
99,540
+78,396
+371% +$5.16M 0.01% 969
2016
Q1 		$1.34M Sell
21,144
-2,866
-12% -$177K ﹤0.01% 1629
2015
Q4 		$1.56M Sell
24,010
-16,285
-40% -$1.11M ﹤0.01% 1515
2015
Q3 		$2.84M Buy
40,295
+441
+1% +$34.3K ﹤0.01% 1158
2015
Q2 		$3.1M Sell
39,854
-8,616
-18% -$725K ﹤0.01% 1221
2015
Q1 		$4.12M Buy
48,470
+4,960
+11% +$412K ﹤0.01% 1105
2014
Q4 		$3.49M Buy
43,510
+1,001
+2% +$81.3K ﹤0.01% 1178
2014
Q3 		$3.29M Sell
42,509
-7,335
-15% -$609K ﹤0.01% 1245
2014
Q2 		$4.18M Sell
49,844
-6,048
-11% -$503K ﹤0.01% 1152
2014
Q1 		$4.58M Buy
55,892
+20,125
+56% +$1.62M 0.01% 973
2013
Q4 		$2.65M Buy
35,767
+34,965
+4,360% +$2.62M ﹤0.01% 1064
2013
Q3 		$62K Sell
802
-28
-3% -$2.2K ﹤0.01% 2716
2013
Q2 		$67K Buy
+830
New +$76.2K ﹤0.01% 2595

Other funds holding TWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of Montreal's TWO Position: Q3 2025 in Review

Bank of Montreal sold out of Two Harbors Investment (TWO) in Q3 2025, closing a stake of 18,221 shares — an estimated $196K sold.

Bank of Montreal first reported a position in TWO in Q2 2013 and held it in 48 quarters. The position peaked at $10.6M in Q3 2017. 214 funds tracked by Wall St. Rank hold TWO as of Q3 2025.

  • Bank of Montreal reported no remaining Two Harbors Investment position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 18,221 Two Harbors Investment shares in Q3 2025, an estimated $196K.
  • Bank of Montreal first reported a position in Two Harbors Investment in Q2 2013 and held it in 48 quarters.
  • Bank of Montreal's Two Harbors Investment position peaked at $10.6M in Q3 2017.
  • 214 funds tracked by Wall St. Rank held Two Harbors Investment as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.