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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
Q2 		– Sell
-252
Closed -$34.1K – 485
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 $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Twin Peaks Wealth Advisors's BMO Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 252 shares — an estimated $34.1K sold.

Twin Peaks Wealth Advisors first reported a position in BMO in Q2 2025 and held it in 2 quarters. The position peaked at $34.1K in Q1 2026. 658 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 252 Bank of Montreal shares in Q2 2026, an estimated $34.1K.
  • Twin Peaks Wealth Advisors first reported a position in Bank of Montreal in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Bank of Montreal position peaked at $34.1K in Q1 2026.
  • 658 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.