AF
ZION icon

Allworth Financial’s Zions Bancorporation ZION Stock Holding History

Allworth Financial’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 		$206K Buy
2,978
+161
+6% +$10.2K ﹤0.01% 1473
2026
Q1 		$162K Buy
2,817
+1,194
+74% +$70.4K ﹤0.01% 1526
2025
Q4 		$95K Sell
1,623
-11
-0.7% -$599 ﹤0.01% 1787
2025
Q3 		$92.4K Buy
1,634
+58
+4% +$3.23K ﹤0.01% 1731
2025
Q2 		$81.9K Buy
1,576
+32
+2% +$1.5K ﹤0.01% 1653
2025
Q1 		$69.9K Sell
1,544
-4,756
-75% -$256K ﹤0.01% 1393
2024
Q4 		$366K Sell
6,300
-456
-7% -$25K ﹤0.01% 768
2024
Q3 		$319K Buy
6,756
+4
+0.1% +$189 ﹤0.01% 693
2024
Q2 		$331K Buy
6,752
+341
+5% +$14.4K ﹤0.01% 665
2024
Q1 		$278K Buy
6,411
+69
+1% +$2.85K ﹤0.01% 689
2023
Q4 		$278K Buy
6,342
+72
+1% +$2.6K ﹤0.01% 650
2023
Q3 		$219K Buy
6,270
+73
+1% +$2.54K ﹤0.01% 665
2023
Q2 		$166K Buy
6,197
+2,485
+67% +$68.9K ﹤0.01% 744
2023
Q1 		$111K Buy
3,712
+2,754
+287% +$126K ﹤0.01% 820
2022
Q4 		$47.1K Buy
958
+285
+42% +$14.3K ﹤0.01% 1031
2022
Q3 		$34K Buy
673
+29
+5% +$1.59K ﹤0.01% 1104
2022
Q2 		$33K Sell
644
-265
-29% -$15.1K ﹤0.01% 1056
2022
Q1 		$60K Buy
909
+644
+243% +$44.1K ﹤0.01% 843
2021
Q4 		$17K Hold
265
– – ﹤0.01% 1192
2021
Q3 		$16K Buy
+265
New +$14.6K ﹤0.01% 1108

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

Allworth Financial's ZION Position: Q2 2026 in Review

Allworth Financial increased its Zions Bancorporation (ZION) stake by 5.7% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,978 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Allworth Financial first reported a position in ZION in Q3 2021 and has held it in 20 quarters since. The position peaked at $366K in Q4 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Allworth Financial held 2,978 shares of Zions Bancorporation worth $206K as of Q2 2026.
  • Allworth Financial bought 161 Zions Bancorporation shares in Q2 2026, an estimated $10.2K.
  • Zions Bancorporation made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1473 holding.
  • Allworth Financial first reported a position in Zions Bancorporation in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Zions Bancorporation position peaked at $366K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.