BA
BMO icon

Bridgewater Advisors’s Bank of Montreal BMO Stock Holding History

Bridgewater 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 		$342K Sell
2,275
-594
-21% -$82.5K 0.02% 334
2025
Q4 		$390K Hold
2,869
– – 0.03% 312
2025
Q3 		$353K Sell
2,869
-8
-0.3% -$947 0.02% 317
2025
Q2 		$326K Buy
2,877
+5
+0.2% +$504 0.02% 324
2025
Q1 		$274K Buy
+2,872
New +$284K 0.02% 334

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

Bridgewater Advisors's BMO Position: Q1 2026 in Review

Bridgewater Advisors reduced its Bank of Montreal (BMO) stake by 21% in Q1 2026, selling an estimated $82.5K and leaving 2,275 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #334.

Bridgewater Advisors first reported a position in BMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $390K in Q4 2025. 634 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Bridgewater Advisors held 2,275 shares of Bank of Montreal worth $342K as of Q1 2026.
  • Bridgewater Advisors sold 594 Bank of Montreal shares in Q1 2026, an estimated $82.5K.
  • Bank of Montreal made up 0.02% of Bridgewater Advisors's portfolio in Q1 2026, its #334 holding.
  • Bridgewater Advisors first reported a position in Bank of Montreal in Q1 2025 and has held it in 5 quarters since.
  • Bridgewater Advisors's Bank of Montreal position peaked at $390K in Q4 2025.
  • 634 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.