AFAS
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Acorn Financial Advisory Services’s Zions Bancorporation ZION Stock Holding History

Acorn Financial Advisory Services’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
2026
Q2 		$608K Buy
8,785
+60
+0.7% +$3.78K 0.08% 119
2026
Q1 		$503K Sell
8,725
-78
-0.9% -$4.6K 0.07% 128
2025
Q4 		$515K Buy
8,803
+1,199
+16% +$65.3K 0.08% 115
2025
Q3 		$430K Sell
7,604
-1,027
-12% -$57.1K 0.07% 127
2025
Q2 		$448K Sell
8,631
-123
-1% -$5.77K 0.07% 119
2025
Q1 		$436K Sell
8,754
-1,878
-18% -$101K 0.08% 115
2024
Q4 		$577K Sell
10,632
-157
-1% -$8.6K 0.1% 103
2024
Q3 		$509K Buy
10,789
+59
+0.5% +$2.79K 0.09% 111
2024
Q2 		$465K Buy
10,730
+77
+0.7% +$3.25K 0.09% 112
2024
Q1 		$462K Sell
10,653
-1,031
-9% -$42.5K 0.09% 112
2023
Q4 		$513K Buy
11,684
+120
+1% +$4.33K 0.09% 136
2023
Q3 		$403K Sell
11,564
-436
-4% -$15.2K 0.07% 157
2023
Q2 		$322K Buy
12,000
+1,099
+10% +$30.5K 0.06% 186
2023
Q1 		$326K Buy
10,901
+3,771
+53% +$173K 0.06% 171
2022
Q4 		$351K Sell
7,130
-412
-5% -$20.6K 0.07% 158
2022
Q3 		$384K Sell
7,542
-428
-5% -$23.4K 0.09% 143
2022
Q2 		$406K Buy
7,970
+52
+0.7% +$2.96K 0.1% 137
2022
Q1 		$519K Sell
7,918
-1,422
-15% -$97.3K 0.1% 129
2021
Q4 		$590K Sell
9,340
-308
-3% -$19.7K 0.12% 120
2021
Q3 		$597K Sell
9,648
-4
-0% -$220 0.18% 112
2021
Q2 		$510K Buy
9,652
+58
+0.6% +$3.25K 0.15% 145
2021
Q1 		$527K Buy
9,594
+212
+2% +$10.9K 0.19% 122
2020
Q4 		$408K Sell
9,382
-156
-2% -$5.77K 0.16% 144
2020
Q3 		$279K Buy
9,538
+2,410
+34% +$77.7K 0.15% 167
2020
Q2 		$242K Buy
+7,128
New +$226K 0.17% 169
2020
Q1 		– Sell
-7,328
Closed -$380K – 177
2019
Q4 		$380K Buy
+7,328
New +$356K 0.32% 108

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Acorn Financial Advisory Services's ZION Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its Zions Bancorporation (ZION) stake by 0.69% in Q2 2026, buying an estimated $3.78K and bringing the position to 8,785 shares worth $608K. The position accounts for 0.08% of the portfolio, ranked #119.

Acorn Financial Advisory Services first reported a position in ZION in Q4 2019 and has held it in 26 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Acorn Financial Advisory Services held 8,785 shares of Zions Bancorporation worth $608K as of Q2 2026.
  • Acorn Financial Advisory Services bought 60 Zions Bancorporation shares in Q2 2026, an estimated $3.78K.
  • Zions Bancorporation made up 0.08% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #119 holding.
  • Acorn Financial Advisory Services first reported a position in Zions Bancorporation in Q4 2019 and has held it in 26 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.