Bank of Montreal’s Zillow ZG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-41,300	Closed	-$4.35M	–	5145
2020 Q3	$4.35M	Buy	+41,300	New	+$3.22M	﹤0.01%	1283
2016 Q1	–	Sell	-69,000	Closed	-$1.8M	–	4428
2015 Q4	$1.8M	Buy	+69,000	New	+$1.97M	﹤0.01%	1448
2013 Q3	–	Sell	-45,000	Closed	-$845K	–	3968
2013 Q2	$845K	Buy	+45,000	New	+$833K	﹤0.01%	1465

Other funds holding ZG

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's ZG Position: Q1 2026 in Review

Bank of Montreal reduced its Zillow (ZG) stake by 4.9% in Q1 2026, selling an estimated $7.55K and leaving 2,754 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #3098.

Bank of Montreal first reported a position in ZG in Q2 2013 and has held it in 52 quarters since. The position peaked at $114M in Q3 2014. 267 funds tracked by Wall St. Rank hold ZG as of Q1 2026.

Bank of Montreal held 2,754 shares of Zillow worth $114K as of Q1 2026.
Bank of Montreal sold 143 Zillow shares in Q1 2026, an estimated $7.55K.
Zillow made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3098 holding.
Bank of Montreal first reported a position in Zillow in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Zillow position peaked at $114M in Q3 2014.
267 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.