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Zions Bancorporation, National Association’s Bank of Montreal BMO Stock Holding History

Zions Bancorporation, National Association’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.1K Sell
278
-21,272
-99% -$3.34M ﹤0.01% 560
2026
Q1 		$2.92M Sell
21,550
-10,731
-33% -$1.49M 0.19% 77
2025
Q4 		$4.19M Sell
32,281
-25,695
-44% -$3.25M 0.19% 83
2025
Q3 		$7.55M Sell
57,976
-2,806
-5% -$332K 0.37% 44
2025
Q2 		$6.72M Sell
60,782
-348
-0.6% -$35.1K 0.36% 55
2025
Q1 		$5.84M Buy
+61,130
New +$6.05M 0.37% 57

Other funds holding BMO

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
CCMIC
Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
GP
Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Zions Bancorporation, National Association's BMO Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Bank of Montreal (BMO) stake by 99% in Q2 2026, selling an estimated $3.34M and leaving 278 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Zions Bancorporation, National Association first reported a position in BMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.55M in Q3 2025. 317 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • Zions Bancorporation, National Association held 278 shares of Bank of Montreal worth $49.1K as of Q2 2026.
  • Zions Bancorporation, National Association sold 21,272 Bank of Montreal shares in Q2 2026, an estimated $3.34M.
  • Bank of Montreal made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #560 holding.
  • Zions Bancorporation, National Association first reported a position in Bank of Montreal in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Bank of Montreal position peaked at $7.55M in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.