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Twin Peaks Wealth Advisors’s Bank of Montreal BMO Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.1K Buy
+252
New +$35K 0.01% 529
2025
Q3 		– Sell
-144
Closed -$16.3K – 418
2025
Q2 		$16.3K Buy
+144
New +$14.5K 0.01% 677

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's BMO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Bank of Montreal (BMO) in Q1 2026: 252 shares worth $34.1K. The stake represents 0.01% of the portfolio and ranks #529 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BMO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BMO in Q2 2025 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 252 shares of Bank of Montreal worth $34.1K as of Q1 2026.
  • Bank of Montreal was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Bank of Montreal made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #529 holding.
  • Twin Peaks Wealth Advisors first reported a position in Bank of Montreal in Q2 2025 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.