Ray Dalio's BMO Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 4,759 shares of Bank of Montreal (BMO) worth $618,852, representing 0.00% of the portfolio. First purchased in 2017-Q2, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in BMO, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2018, adding 191,944 shares. Largest reduction occurred in Q2 2020, reducing 205,615 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Bank of Montreal (BMO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank of Montreal (BMO) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -410 | Reduce 7.93% | 4,759 | $130.04 |
| Q3 2025 | +2,821 | Add 120.14% | 5,169 | $130.34 |
| Q2 2025 | -44,593 | Reduce 95.00% | 2,348 | $110.60 |
| Q1 2025 | +46,941 | New Buy | 46,941 | $95.48 |
| Q2 2020 | -205,615 | Sold Out | 0 | $0.00 |
| Q1 2020 | -2,405 | Reduce 1.16% | 205,615 | $49.92 |
| Q4 2019 | -1,562 | Reduce 0.75% | 208,020 | $77.61 |
| Q1 2019 | -48,726 | Reduce 18.86% | 209,582 | $74.84 |
| Q4 2018 | -51,024 | Reduce 16.49% | 258,308 | $65.30 |
| Q3 2018 | +44,771 | Add 16.92% | 309,332 | $82.42 |
| Q2 2018 | +191,944 | Add 264.32% | 264,561 | $77.25 |
| Q1 2018 | -1,709 | Reduce 2.30% | 72,617 | $75.49 |
| Q4 2017 | -53,284 | Reduce 41.76% | 74,326 | $80.28 |
| Q2 2017 | +127,610 | New Buy | 127,610 | $73.32 |
Ray Dalio's Bank of Montreal Investment FAQs
Ray Dalio first purchased Bank of Montreal (BMO) in Q2 2017, acquiring 127,610 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Bank of Montreal (BMO) for 17 quarters since Q2 2017.
Ray Dalio's largest addition to Bank of Montreal (BMO) was in Q2 2018, adding 264,561 shares worth $20.44 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 4,759 shares of Bank of Montreal (BMO), valued at approximately $618,852.
As of the Q4 2025 filing, Bank of Montreal (BMO) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Bank of Montreal (BMO) was 309,332 shares, as reported at the end of Q3 2018.