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
2023 Q3	–	Sell	-95,000	Closed	-$14.7M	–	4295
2023 Q2	$14.7M	Buy	+95,000	New	+$11.6M	0.01%	854
2022 Q4	–	Sell	-200	Closed	-$34	–	4337
2022 Q3	$34	Hold	200	–	–	﹤0.01%	3710
2022 Q2	$34	Hold	200	–	–	﹤0.01%	3692
2022 Q1	$48K	Buy	+200	New	+$49.1K	﹤0.01%	3802
2021 Q4	–	Sell	-200	Closed	-$52K	–	3934
2021 Q3	$52K	Buy	+200	New	+$50.2K	﹤0.01%	3555
2021 Q2	–	Sell	-4,000	Closed	-$741K	–	4999
2021 Q1	$741K	Buy	+4,000	New	+$795K	﹤0.01%	2408

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.