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Annis Gardner Whiting Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		$289 Buy
+5
New +$295 ﹤0.01% 1248
2025
Q4 		– Sell
-53
Closed -$3K – 1363
2025
Q3 		$3K Buy
+53
New +$2.95K ﹤0.01% 838

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's ZION Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors opened a new position in Zions Bancorporation (ZION) in Q1 2026: 5 shares worth $289. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings. This is a return to the name: Annis Gardner Whiting Capital Advisors previously reported a position in ZION as recently as Q3 2025.

Annis Gardner Whiting Capital Advisors first reported a position in ZION in Q3 2025 and has held it in 2 quarters since. The position peaked at $3K in Q3 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 5 shares of Zions Bancorporation worth $289 as of Q1 2026.
  • Zions Bancorporation was a new Annis Gardner Whiting Capital Advisors position in Q1 2026.
  • Zions Bancorporation made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #1248 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Zions Bancorporation in Q3 2025 and has held it in 2 quarters since.
  • Annis Gardner Whiting Capital Advisors's Zions Bancorporation position peaked at $3K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.