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American Capital Advisory’s Zions Bancorporation ZION Stock Holding History

American Capital Advisory’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 		$58K Hold
838
– – 0.02% 202
2026
Q1 		$48.3K Hold
838
– – 0.02% 206
2025
Q4 		$49.1K Hold
838
– – 0.02% 203
2025
Q3 		$47.4K Hold
838
– – 0.02% 194
2025
Q2 		$43.5K Hold
838
– – 0.02% 192
2025
Q1 		$41.8K Hold
838
– – 0.02% 194
2024
Q4 		$45.5K Hold
838
– – 0.03% 189
2024
Q3 		$39.6K Hold
838
– – 0.02% 200
2024
Q2 		$36.8K Buy
838
+510
+155% +$21.5K 0.03% 173
2024
Q1 		$9.82K Sell
328
-510
-61% -$21K 0.01% 254
2023
Q4 		$36.8K Buy
+838
New +$30.3K 0.03% 173

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

American Capital Advisory's ZION Position: Q2 2026 in Review

American Capital Advisory held its Zions Bancorporation (ZION) position steady in Q2 2026 at 838 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #202.

American Capital Advisory first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • American Capital Advisory held 838 shares of Zions Bancorporation worth $58K as of Q2 2026.
  • American Capital Advisory left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #202 holding.
  • American Capital Advisory first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.