Bank of Montreal
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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
2016
Q1 		– Sell
-40,000
Closed -$1.09M – 4429
2015
Q4 		$1.09M Buy
+40,000
New +$1.15M ﹤0.01% 1676

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
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. 379 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.
  • 379 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.