AG
ZION icon

Algert Global’s Zions Bancorporation ZION Stock Holding History

Algert Global’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 		$25.3M Sell
365,260
-10,245
-3% -$646K 0.3% 47
2026
Q1 		$21.6M Buy
375,505
+20,832
+6% +$1.23M 0.33% 50
2025
Q4 		$20.8M Buy
354,673
+212,074
+149% +$11.5M 0.32% 52
2025
Q3 		$8.07M Buy
142,599
+26,526
+23% +$1.48M 0.14% 247
2025
Q2 		$6.03M Buy
116,073
+10,894
+10% +$511K 0.13% 270
2025
Q1 		$5.24M Hold
105,179
– – 0.13% 254
2024
Q4 		$5.71M Buy
105,179
+13,395
+15% +$734K 0.13% 248
2024
Q3 		$4.33M Hold
91,784
– – 0.12% 303
2024
Q2 		$3.98M Buy
91,784
+14,914
+19% +$629K 0.13% 238
2024
Q1 		$3.34M Buy
76,870
+36,390
+90% +$1.5M 0.13% 263
2023
Q4 		$1.78M Buy
40,480
+27,310
+207% +$986K 0.07% 451
2023
Q3 		$460K Buy
13,170
+5,597
+74% +$195K 0.02% 768
2023
Q2 		$203K Sell
7,573
-61,370
-89% -$1.7M 0.01% 982
2023
Q1 		$2.06M Buy
68,943
+14,615
+27% +$669K 0.1% 336
2022
Q4 		$2.67M Buy
54,328
+9,841
+22% +$492K 0.15% 208
2022
Q3 		$2.26M Buy
44,487
+13,527
+44% +$740K 0.14% 235
2022
Q2 		$1.58M Hold
30,960
– – 0.12% 276
2022
Q1 		$2.03M Buy
+30,960
New +$2.12M 0.13% 238
2021
Q4 		– Sell
-18,450
Closed -$1.14M – 1137
2021
Q3 		$1.14M Buy
18,450
+1,525
+9% +$83.8K 0.15% 181
2021
Q2 		$895K Sell
16,925
-5,953
-26% -$333K 0.3% 115
2021
Q1 		$1.26M Buy
+22,878
New +$1.18M 0.4% 81

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

Algert Global's ZION Position: Q2 2026 in Review

Algert Global reduced its Zions Bancorporation (ZION) stake by 2.7% in Q2 2026, selling an estimated $646K and leaving 365,260 shares worth $25.3M. The position accounts for 0.3% of the portfolio, ranked #47.

Algert Global first reported a position in ZION in Q1 2021 and has held it in 21 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Algert Global held 365,260 shares of Zions Bancorporation worth $25.3M as of Q2 2026.
  • Algert Global sold 10,245 Zions Bancorporation shares in Q2 2026, an estimated $646K.
  • Zions Bancorporation made up 0.3% of Algert Global's portfolio in Q2 2026, its #47 holding.
  • Algert Global first reported a position in Zions Bancorporation in Q1 2021 and has held it in 21 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.