Twin Tree Management
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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
Q1 		$8.19M Sell
60,500
-74,100
-55% -$10.3M 0.17% 117
2025
Q4 		$17.5M Sell
134,600
-17,100
-11% -$2.17M 0.15% 156
2025
Q3 		$19.8M Buy
151,700
+92,800
+158% +$11M 0.08% 285
2025
Q2 		$6.52M Buy
+58,900
New +$5.94M 0.01% 914
2024
Q4 		– Sell
-28,300
Closed -$2.55M – 1579
2024
Q3 		$2.55M Sell
28,300
-165,200
-85% -$14.1M 0.01% 1082
2024
Q2 		$16.2M Sell
193,500
-220,200
-53% -$20M 0.04% 433
2024
Q1 		$40.4M Buy
413,700
+406,900
+5,984% +$38.4M 0.09% 226
2023
Q4 		$673K Buy
+6,800
New +$568K ﹤0.01% 1173
2023
Q1 		– Sell
-355,200
Closed -$32.2M – 1293
2022
Q4 		$32.2M Buy
+355,200
New +$32.9M 0.07% 263
2022
Q2 		– Sell
-37,100
Closed -$4.38M – 1500
2022
Q1 		$4.38M Sell
37,100
-298,300
-89% -$34.6M 0.01% 968
2021
Q4 		$36.1M Sell
335,400
-18,600
-5% -$2M 0.08% 244
2021
Q3 		$35.3M Buy
354,000
+30,300
+9% +$3.05M 0.08% 236
2021
Q2 		$33.2M Sell
323,700
-266,100
-45% -$26.3M 0.09% 221
2021
Q1 		$52.6M Buy
589,800
+524,200
+799% +$42.8M 0.2% 115
2020
Q4 		$4.99M Sell
65,600
-106,400
-62% -$7.28M 0.02% 625
2020
Q3 		$10M Buy
172,000
+170,200
+9,456% +$9.86M 0.04% 427
2020
Q2 		$95K Hold
1,800
– – ﹤0.01% 1288
2020
Q1 		$90K Buy
+1,800
New +$122K ﹤0.01% 1109
2019
Q4 		– Sell
-122,900
Closed -$9.06M – 1238
2019
Q3 		$9.06M Buy
+122,900
New +$8.96M 0.04% 351
2016
Q3 		– Sell
-200
Closed -$13K – 1152
2016
Q2 		$13K Buy
+200
New +$12.7K ﹤0.01% 1127
2014
Q1 		– Sell
-9,300
Closed -$620K – 935
2013
Q4 		$620K Buy
+9,300
New +$633K 0.01% 701

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 Tree Management's BMO Position: Q1 2026 in Review

Twin Tree Management opened a new position in Bank of Montreal (BMO) in Q1 2026: 8,797 shares worth $1.19M. The stake represents 0.03% of the portfolio and ranks #667 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in BMO as recently as Q2 2025.

Twin Tree Management first reported a position in BMO in Q2 2015 and has held it in 34 quarters since. The position peaked at $20.2M in Q4 2023. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Twin Tree Management held 8,797 shares of Bank of Montreal worth $1.19M as of Q1 2026.
  • Bank of Montreal was a new Twin Tree Management position in Q1 2026.
  • Bank of Montreal made up 0.03% of Twin Tree Management's portfolio in Q1 2026, its #667 holding.
  • Twin Tree Management first reported a position in Bank of Montreal in Q2 2015 and has held it in 34 quarters since.
  • Twin Tree Management's Bank of Montreal position peaked at $20.2M in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.