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	$16.7M	Buy	123,500 +108,700	+734%	+$15.1M	0.35%	31
2025 Q4	$1.92M	Hold	14,800	–	–	0.02%	840
2025 Q3	$1.93M	Buy	+14,800	New	+$1.75M	0.01%	1052
2025 Q1	–	Sell	-225,100	Closed	-$21.8M	–	1569
2024 Q4	$21.8M	Sell	225,100 -159,300	-41%	-$15.1M	0.04%	431
2024 Q3	$34.7M	Buy	+384,400	New	+$32.8M	0.07%	249
2024 Q2	–	Sell	-142,500	Closed	-$13.9M	–	1357
2024 Q1	$13.9M	Buy	+142,500	New	+$13.5M	0.03%	531
2023 Q2	–	Sell	-100	Closed	-$8.91K	–	1258
2023 Q1	$8.91K	Sell	100 -49,000	-100%	-$4.65M	﹤0.01%	1204
2022 Q4	$4.45M	Buy	49,100 +25,000	+104%	+$2.31M	0.01%	769
2022 Q3	$2.11M	Buy	+24,100	New	+$2.33M	﹤0.01%	939
2022 Q2	–	Sell	-312,700	Closed	-$36.9M	–	1501
2022 Q1	$36.9M	Sell	312,700 -405,100	-56%	-$47M	0.06%	281
2021 Q4	$77.3M	Buy	717,800 +65,800	+10%	+$7.09M	0.16%	95
2021 Q3	$65M	Sell	652,000 -1,038,600	-61%	-$105M	0.14%	121
2021 Q2	$173M	Sell	1,690,600 -389,000	-19%	-$38.4M	0.47%	24
2021 Q1	$185M	Buy	2,079,600 +1,711,500	+465%	+$140M	0.69%	13
2020 Q4	$28M	Buy	368,100 +276,200	+301%	+$18.9M	0.11%	198
2020 Q3	$5.37M	Buy	91,900 +87,400	+1,942%	+$5.06M	0.02%	555
2020 Q2	$239K	Sell	4,500 -26,900	-86%	-$1.37M	﹤0.01%	1229
2020 Q1	$1.58M	Buy	+31,400	New	+$2.13M	0.01%	771
2017 Q1	–	Sell	-200	Closed	-$14K	–	1024
2016 Q4	$14K	Sell	200 -10,100	-98%	-$674K	﹤0.01%	1103
2016 Q3	$675K	Sell	10,300 -28,900	-74%	-$1.88M	0.01%	769
2016 Q2	$2.48M	Buy	39,200 +17,200	+78%	+$1.09M	0.04%	429
2016 Q1	$1.33M	Buy	+22,000	New	+$1.21M	0.03%	522
2015 Q4	–	Sell	-500	Closed	-$27K	–	1388
2015 Q3	$27K	Sell	500 -34,200	-99%	-$1.88M	﹤0.01%	1214
2015 Q2	$2.06M	Buy	+34,700	New	+$2.18M	0.05%	397

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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.