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Bridgewater Associates’s Bank of Montreal BMO Stock Holding History

Bridgewater Associates’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 		– Sell
-4,759
Closed -$619K – 1020
2025
Q4 		$619K Sell
4,759
-410
-8% -$51.9K ﹤0.01% 945
2025
Q3 		$674K Buy
5,169
+2,821
+120% +$334K ﹤0.01% 892
2025
Q2 		$260K Sell
2,348
-44,593
-95% -$4.49M ﹤0.01% 567
2025
Q1 		$4.48M Buy
+46,941
New +$4.64M 0.02% 377
2020
Q2 		– Sell
-205,615
Closed -$10.3M – 400
2020
Q1 		$10.3M Sell
205,615
-2,405
-1% -$163K 0.2% 33
2019
Q4 		$16.1M Sell
208,020
-1,562
-0.7% -$118K 0.16% 39
2019
Q3 		$15.4M Hold
209,582
– – 0.14% 75
2019
Q2 		$15.9M Hold
209,582
– – 0.12% 80
2019
Q1 		$15.7M Sell
209,582
-48,726
-19% -$3.6M 0.1% 63
2018
Q4 		$16.9M Sell
258,308
-51,024
-16% -$3.78M 0.15% 81
2018
Q3 		$25.5M Buy
309,332
+44,771
+17% +$3.6M 0.26% 30
2018
Q2 		$20.4M Buy
264,561
+191,944
+264% +$14.8M 0.2% 40
2018
Q1 		$5.48M Sell
72,617
-1,709
-2% -$134K 0.05% 101
2017
Q4 		$5.97M Sell
74,326
-53,284
-42% -$4.15M 0.05% 76
2017
Q3 		$9.63M Hold
127,610
– – 0.06% 77
2017
Q2 		$9.36M Buy
+127,610
New +$9.03M 0.09% 62

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bridgewater Associates's BMO Position: Q1 2026 in Review

Bridgewater Associates sold out of Bank of Montreal (BMO) in Q1 2026, closing a stake of 4,759 shares — an estimated $619K sold.

Bridgewater Associates first reported a position in BMO in Q2 2017 and held it in 16 quarters. The position peaked at $25.5M in Q3 2018. 637 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • Bridgewater Associates reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
  • Bridgewater Associates sold 4,759 Bank of Montreal shares in Q1 2026, an estimated $619K.
  • Bridgewater Associates first reported a position in Bank of Montreal in Q2 2017 and held it in 16 quarters.
  • Bridgewater Associates's Bank of Montreal position peaked at $25.5M in Q3 2018.
  • 637 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.