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ZION icon

Addison Advisors’s Zions Bancorporation ZION Stock Holding History

Addison Advisors’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 		– Sell
-44
Closed -$2.54K – 1023
2026
Q1 		$2.54K Hold
44
– – ﹤0.01% 807
2025
Q4 		$2.58K Hold
44
– – ﹤0.01% 769
2025
Q3 		$2.49K Sell
44
-714
-94% -$39.7K ﹤0.01% 765
2025
Q2 		$39.4K Sell
758
-28
-4% -$1.31K 0.01% 436
2025
Q1 		$39.2K Buy
786
+33
+4% +$1.78K 0.01% 409
2024
Q4 		$40.9K Sell
753
-31
-4% -$1.7K 0.01% 409
2024
Q3 		$37K Sell
784
-3
-0.4% -$142 0.01% 431
2024
Q2 		$34.1K Buy
787
+63
+9% +$2.66K 0.01% 417
2024
Q1 		$31.4K Buy
724
+80
+12% +$3.3K 0.01% 411
2023
Q4 		$28.3K Buy
644
+222
+53% +$8.02K 0.01% 419
2023
Q3 		$14.7K Buy
422
+67
+19% +$2.34K 0.01% 453
2023
Q2 		$9.54K Buy
355
+16
+5% +$444 ﹤0.01% 482
2023
Q1 		$10.1K Buy
339
+144
+74% +$6.59K 0.01% 458
2022
Q4 		$9.59K Sell
195
-92
-32% -$4.6K 0.01% 446
2022
Q3 		$15K Buy
287
+174
+154% +$9.52K 0.01% 397
2022
Q2 		$6K Sell
113
-60
-35% -$3.41K ﹤0.01% 490
2022
Q1 		$11K Buy
173
+70
+68% +$4.79K 0.01% 476
2021
Q4 		$7K Buy
103
+89
+636% +$5.68K ﹤0.01% 449
2021
Q3 		$1K Buy
+14
New +$769 ﹤0.01% 437

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 $3.37T 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
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

Addison Advisors's ZION Position: Q2 2026 in Review

Addison Advisors sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 44 shares — an estimated $2.54K sold.

Addison Advisors first reported a position in ZION in Q3 2021 and held it in 19 quarters. The position peaked at $40.9K in Q4 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Addison Advisors reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Addison Advisors sold 44 Zions Bancorporation shares in Q2 2026, an estimated $2.54K.
  • Addison Advisors first reported a position in Zions Bancorporation in Q3 2021 and held it in 19 quarters.
  • Addison Advisors's Zions Bancorporation position peaked at $40.9K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.