Bank of Montreal’s Zscaler ZS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	+10,000	New	+$1.77M	﹤0.01%	1857
2024 Q2	–	Sell	-23,000	Closed	-$4.44M	–	4304
2024 Q1	$4.44M	Buy	+23,000	New	+$5.15M	﹤0.01%	1281
2023 Q3	–	Sell	-80,000	Closed	-$12.3M	–	4294
2023 Q2	$12.3M	Buy	+80,000	New	+$9.77M	﹤0.01%	936
2022 Q2	–	Sell	-8,600	Closed	-$2.06M	–	4505
2022 Q1	$2.06M	Buy	+8,600	New	+$2.11M	﹤0.01%	1915
2021 Q2	–	Sell	-102,000	Closed	-$18.9M	–	4998
2021 Q1	$18.9M	Buy	102,000 +52,000	+104%	+$10.3M	0.01%	715
2020 Q4	$9.94M	Buy	+50,000	New	+$7.95M	0.01%	1021

Other funds holding ZS

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of Montreal increased its Zscaler (ZS) stake by 16% in Q1 2026, buying an estimated $6.26M and bringing the position to 250,961 shares worth $35.2M. The position accounts for 0.01% of the portfolio, ranked #646.

Bank of Montreal first reported a position in ZS in Q2 2018 and has held it in 32 quarters since. The position peaked at $108M in Q1 2024. 748 funds tracked by Wall St. Rank hold ZS as of Q1 2026.

Bank of Montreal held 250,961 shares of Zscaler worth $35.2M as of Q1 2026.
Bank of Montreal bought 35,313 Zscaler shares in Q1 2026, an estimated $6.26M.
Zscaler made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #646 holding.
Bank of Montreal first reported a position in Zscaler in Q2 2018 and has held it in 32 quarters since.
Bank of Montreal's Zscaler position peaked at $108M in Q1 2024.
748 funds tracked by Wall St. Rank held Zscaler as of Q1 2026.

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