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Albion Financial Group’s Zions Bancorporation ZION Stock Holding History

Albion Financial Group’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 		$27.3K Hold
395
– – ﹤0.01% 337
2026
Q1 		$22.8K Hold
395
– – ﹤0.01% 341
2025
Q4 		$23.1K Hold
395
– – ﹤0.01% 331
2025
Q3 		$22.4K Hold
395
– – ﹤0.01% 327
2025
Q2 		$20.5K Hold
395
– – ﹤0.01% 309
2025
Q1 		$19.7K Hold
395
– – ﹤0.01% 323
2024
Q4 		$21.4K Sell
395
-710
-64% -$38.9K ﹤0.01% 330
2024
Q3 		$52.2K Hold
1,105
– – ﹤0.01% 242
2024
Q2 		$47.9K Hold
1,105
– – ﹤0.01% 243
2024
Q1 		$48K Hold
1,105
– – ﹤0.01% 225
2023
Q4 		$48.5K Hold
1,105
– – ﹤0.01% 227
2023
Q3 		$38.6K Hold
1,105
– – ﹤0.01% 224
2023
Q2 		$29.7K Buy
1,105
+625
+130% +$17.3K ﹤0.01% 249
2023
Q1 		$14.4K Buy
+480
New +$22K ﹤0.01% 290

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

Albion Financial Group's ZION Position: Q2 2026 in Review

Albion Financial Group held its Zions Bancorporation (ZION) position steady in Q2 2026 at 395 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Albion Financial Group first reported a position in ZION in Q1 2023 and has held it in 14 quarters since. The position peaked at $52.2K in Q3 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Albion Financial Group held 395 shares of Zions Bancorporation worth $27.3K as of Q2 2026.
  • Albion Financial Group left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #337 holding.
  • Albion Financial Group first reported a position in Zions Bancorporation in Q1 2023 and has held it in 14 quarters since.
  • Albion Financial Group's Zions Bancorporation position peaked at $52.2K in Q3 2024.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.