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
2022
Q4 		– Sell
-122,800
Closed -$2.36K – 4296
2022
Q3 		$2.36K Hold
122,800
– – ﹤0.01% 1727
2022
Q2 		$2.49K Hold
122,800
– – ﹤0.01% 1787
2022
Q1 		$2.73M Buy
+122,800
New +$2.67M ﹤0.01% 1765
2021
Q2 		– Sell
-92,500
Closed -$2.75M – 4876
2021
Q1 		$2.75M Buy
+92,500
New +$2.53M ﹤0.01% 1627

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.52B AUM 3.09% 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.