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
Q2 		$424K Buy
2,359
+84
+4% +$13.2K 0.02% 306
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 $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

Bridgewater Advisors's BMO Position: Q2 2026 in Review

Bridgewater Advisors increased its Bank of Montreal (BMO) stake by 3.7% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,359 shares worth $424K. The position accounts for 0.02% of the portfolio, ranked #306.

Bridgewater Advisors first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. 657 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Bridgewater Advisors held 2,359 shares of Bank of Montreal worth $424K as of Q2 2026.
  • Bridgewater Advisors bought 84 Bank of Montreal shares in Q2 2026, an estimated $13.2K.
  • Bank of Montreal made up 0.02% of Bridgewater Advisors's portfolio in Q2 2026, its #306 holding.
  • Bridgewater Advisors first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • 657 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.