Bank of Montreal’s Zions Bancorporation ZION Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-36,000	Closed	-$1.61M	–	4404
2023 Q4	$1.61M	Buy	+36,000	New	+$1.3M	﹤0.01%	1798
2019 Q4	–	Sell	-242,000	Closed	-$10.8M	–	5037
2019 Q3	$10.8M	Sell	242,000 -46,000	-16%	-$1.99M	0.01%	853
2019 Q2	$13.2M	Buy	+288,000	New	+$13.3M	0.01%	788
2019 Q1	–	Sell	-2,600	Closed	-$106K	–	4805
2018 Q4	$106K	Buy	+2,600	New	+$121K	﹤0.01%	2925

Other funds holding ZION

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Bank of Montreal reduced its Zions Bancorporation (ZION) stake by 19% in Q2 2026, selling an estimated $519K and leaving 35,400 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Bank of Montreal first reported a position in ZION in Q2 2013 and has held it in 53 quarters since. The position peaked at $55.6M in Q1 2018. 373 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Bank of Montreal held 35,400 shares of Zions Bancorporation worth $2.45M as of Q2 2026.
Bank of Montreal sold 8,235 Zions Bancorporation shares in Q2 2026, an estimated $519K.
Zions Bancorporation made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1647 holding.
Bank of Montreal first reported a position in Zions Bancorporation in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Zions Bancorporation position peaked at $55.6M in Q1 2018.
373 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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