Bank of Montreal’s Zillow Z Stock Holding History

Bank of Montreal’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-300,000	Closed	-$14.3M	–	4301
2024 Q2	$14.3M	Buy	300,000 +286,600	+2,139%	+$12.6M	﹤0.01%	882
2024 Q1	$681K	Hold	13,400	–	–	﹤0.01%	2231
2023 Q4	$790K	Sell	13,400 -171,800	-93%	-$7.57M	﹤0.01%	2199
2023 Q3	$8.8M	Buy	185,200 +163,400	+750%	+$8.4M	﹤0.01%	1045
2023 Q2	$1.1M	Buy	+21,800	New	+$1M	﹤0.01%	2140
2022 Q4	–	Sell	-209,100	Closed	-$7.24K	–	4332
2022 Q3	$7.24K	Sell	209,100 -130,000	-38%	-$4.51M	﹤0.01%	1149
2022 Q2	$11.3K	Hold	339,100	–	–	0.01%	1006
2022 Q1	$17.8M	Buy	+339,100	New	+$18.2M	0.01%	874
2016 Q2	–	Sell	-700	Closed	-$17K	–	4353
2016 Q1	$17K	Sell	700 -129,300	-99%	-$2.7M	﹤0.01%	3463
2015 Q4	$3.05M	Buy	+130,000	New	+$3.44M	﹤0.01%	1206

Other funds holding Z

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMV

Technology Crossover Management VIII Menlo Park, California $346M AUM 14.09% 1-Year Est. Return

TCMX

Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of Montreal's Z Position: Q2 2026 in Review

Bank of Montreal reduced its Zillow (Z) stake by 9.9% in Q2 2026, selling an estimated $772K and leaving 181,879 shares worth $5.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Bank of Montreal first reported a position in Z in Q3 2015 and has held it in 44 quarters since. The position peaked at $130M in Q3 2023. 238 funds tracked by Wall St. Rank hold Z as of Q2 2026.

Bank of Montreal held 181,879 shares of Zillow worth $5.73M as of Q2 2026.
Bank of Montreal sold 20,085 Zillow shares in Q2 2026, an estimated $772K.
Zillow made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1330 holding.
Bank of Montreal first reported a position in Zillow in Q3 2015 and has held it in 44 quarters since.
Bank of Montreal's Zillow position peaked at $130M in Q3 2023.
238 funds tracked by Wall St. Rank held Zillow as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.