Ray Dalio’s Bank of Montreal BMO Stock Holding History

Ray Dalio’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 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 $115B AUM 41.58% 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

Ray Dalio's BMO Position: Q1 2026 in Review

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

Ray Dalio first reported a position in BMO in Q2 2017 and held it in 16 quarters. The position peaked at $25.5M in Q3 2018. 636 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

Ray Dalio reported no remaining Bank of Montreal position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 4,759 Bank of Montreal shares in Q1 2026, an estimated $619K.
Ray Dalio first reported a position in Bank of Montreal in Q2 2017 and held it in 16 quarters.
Ray Dalio's Bank of Montreal position peaked at $25.5M in Q3 2018.
636 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.