Twin Tree Management’s Bank of Montreal BMO Stock Holding History

Twin Tree Management’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	-8,797	Closed	-$1.38M	–	1407
2026 Q1	$1.19M	Buy	+8,797	New	+$1.22M	0.03%	667
2025 Q3	–	Sell	-84,623	Closed	-$10M	–	1472
2025 Q2	$9.36M	Buy	84,623 +77,584	+1,102%	+$7.82M	0.02%	793
2025 Q1	$672K	Sell	7,039 -31,261	-82%	-$3.09M	﹤0.01%	1314
2024 Q4	$3.72M	Sell	38,300 -11,795	-24%	-$1.11M	0.01%	1016
2024 Q3	$4.52M	Buy	+50,095	New	+$4.27M	0.01%	930
2024 Q1	–	Sell	-204,569	Closed	-$19.3M	–	1283
2023 Q4	$20.2M	Buy	204,569 +124,256	+155%	+$10.4M	0.04%	466
2023 Q3	$6.78M	Buy	80,313 +50,770	+172%	+$4.46M	0.02%	611
2023 Q2	$2.67M	Sell	29,543 -44,643	-60%	-$3.95M	﹤0.01%	887
2023 Q1	$6.61M	Buy	74,186 +65,892	+794%	+$6.25M	0.01%	679
2022 Q4	$751K	Sell	8,294 -8,384	-50%	-$776K	﹤0.01%	1063
2022 Q3	$1.46M	Buy	16,678 +111	+0.7%	+$10.7K	﹤0.01%	990
2022 Q2	$1.59M	Sell	16,567 -149,820	-90%	-$15.9M	﹤0.01%	1125
2022 Q1	$19.6M	Buy	+166,387	New	+$19.3M	0.03%	468
2021 Q4	–	Sell	-51,515	Closed	-$5.55M	–	1595
2021 Q3	$5.14M	Buy	+51,515	New	+$5.19M	0.01%	767
2021 Q1	–	Sell	-25,602	Closed	-$2.09M	–	1356
2020 Q4	$1.95M	Sell	25,602 -543	-2%	-$37.2K	0.01%	859
2020 Q3	$1.53M	Buy	26,145 +8,095	+45%	+$469K	0.01%	811
2020 Q2	$958K	Buy	18,050 +8,595	+91%	+$438K	﹤0.01%	1061
2020 Q1	$475K	Sell	9,455 -191,905	-95%	-$13M	﹤0.01%	978
2019 Q4	$15.6M	Buy	201,360 +142,736	+243%	+$10.7M	0.05%	264
2019 Q3	$4.32M	Buy	58,624 +57,052	+3,629%	+$4.16M	0.02%	515
2019 Q2	$119K	Sell	1,572 -95,390	-98%	-$7.3M	﹤0.01%	984
2019 Q1	$7.25M	Buy	96,962 +59,157	+156%	+$4.37M	0.04%	366
2018 Q4	$2.47M	Buy	37,805 +20,482	+118%	+$1.52M	0.02%	673
2018 Q3	$1.43M	Sell	17,323 -40,210	-70%	-$3.23M	0.01%	657
2018 Q2	$4.45M	Buy	57,533 +37,049	+181%	+$2.85M	0.03%	455
2018 Q1	$1.55M	Buy	+20,484	New	+$1.61M	0.01%	573
2017 Q3	–	Sell	-2,888	Closed	-$212K	–	979
2017 Q2	$212K	Buy	+2,888	New	+$204K	﹤0.01%	813
2017 Q1	–	Sell	-27,161	Closed	-$1.95M	–	1023
2016 Q4	$1.95M	Buy	27,161 +26,202	+2,732%	+$1.75M	0.02%	628
2016 Q3	$63K	Sell	959 -11,862	-93%	-$771K	﹤0.01%	1023
2016 Q2	$813K	Buy	12,821 +10,646	+489%	+$675K	0.01%	709
2016 Q1	$132K	Sell	2,175 -696	-24%	-$38.1K	﹤0.01%	1071
2015 Q4	$162K	Buy	2,871 +1,315	+85%	+$75.6K	﹤0.01%	1127
2015 Q3	$85K	Sell	1,556 -11,187	-88%	-$614K	﹤0.01%	1129
2015 Q2	$755K	Buy	+12,743	New	+$800K	0.02%	719

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Twin Tree Management's BMO Position: Q2 2026 in Review

Twin Tree Management sold out of Bank of Montreal (BMO) in Q2 2026, closing a stake of 8,797 shares — an estimated $1.38M sold.

Twin Tree Management first reported a position in BMO in Q2 2015 and held it in 34 quarters. The position peaked at $20.2M in Q4 2023. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

Twin Tree Management reported no remaining Bank of Montreal position as of Q2 2026 after selling out during the quarter.
Twin Tree Management sold 8,797 Bank of Montreal shares in Q2 2026, an estimated $1.38M.
Twin Tree Management first reported a position in Bank of Montreal in Q2 2015 and held it in 34 quarters.
Twin Tree Management's Bank of Montreal position peaked at $20.2M in Q4 2023.
655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Twin Tree Management's 13F filing for Q2 2026, filed 12 Aug 2026.