AC
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Apella Capital’s Zions Bancorporation ZION Stock Holding History

Apella Capital’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 		$530K Buy
7,497
+26
+0.3% +$1.64K 0.01% 465
2026
Q1 		$469K Buy
7,471
+42
+0.6% +$2.48K 0.01% 472
2025
Q4 		$435K Buy
7,429
+22
+0.3% +$1.2K 0.01% 382
2025
Q3 		$348K Buy
7,407
+58
+0.8% +$3.23K 0.01% 372
2025
Q2 		$405K Buy
7,349
+124
+2% +$5.82K 0.01% 321
2025
Q1 		$330K Sell
7,225
-57
-0.8% -$3.07K 0.01% 291
2024
Q4 		$395K Buy
7,282
+67
+0.9% +$3.67K 0.02% 252
2024
Q3 		$330K Buy
7,215
+11
+0.2% +$521 0.01% 260
2024
Q2 		$316K Hold
7,204
– – 0.01% 255
2024
Q1 		$314K Hold
7,204
– – 0.02% 240
2023
Q4 		$307K Sell
7,204
-5
-0.1% -$181 0.02% 237
2023
Q3 		$251K Buy
+7,209
New +$251K 0.02% 235
2022
Q4 		$359K Sell
7,309
-253
-3% -$12.7K 0.03% 175
2022
Q3 		$385K Sell
7,562
-5,400
-42% -$295K 0.04% 154
2022
Q2 		$660K Buy
12,962
+7,501
+137% +$426K 0.08% 117
2022
Q1 		$358K Buy
+5,461
New +$374K 0.05% 149

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Apella Capital's ZION Position: Q2 2026 in Review

Apella Capital increased its Zions Bancorporation (ZION) stake by 0.35% in Q2 2026, buying an estimated $1.64K and bringing the position to 7,497 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #465.

Apella Capital first reported a position in ZION in Q1 2022 and has held it in 16 quarters since. The position peaked at $660K in Q2 2022. 64 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Apella Capital held 7,497 shares of Zions Bancorporation worth $530K as of Q2 2026.
  • Apella Capital bought 26 Zions Bancorporation shares in Q2 2026, an estimated $1.64K.
  • Zions Bancorporation made up 0.01% of Apella Capital's portfolio in Q2 2026, its #465 holding.
  • Apella Capital first reported a position in Zions Bancorporation in Q1 2022 and has held it in 16 quarters since.
  • Apella Capital's Zions Bancorporation position peaked at $660K in Q2 2022.
  • 64 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.