BCL
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Burnham & Co LLC’s Zions Bancorporation ZION Stock Holding History

Burnham & Co LLC’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 		$55.4K Buy
+800
New +$50.4K 0.04% 111

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Burnham & Co LLC's ZION Position: Q2 2026 in Review

Burnham & Co LLC opened a new position in Zions Bancorporation (ZION) in Q2 2026: 800 shares worth $55.4K. The stake represents 0.04% of the portfolio and ranks #111 among its holdings.

481 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Burnham & Co LLC held 800 shares of Zions Bancorporation worth $55.4K as of Q2 2026.
  • Zions Bancorporation was a new Burnham & Co LLC position in Q2 2026.
  • Zions Bancorporation made up 0.04% of Burnham & Co LLC's portfolio in Q2 2026, its #111 holding.
  • 481 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Burnham & Co LLC's 13F filing for Q2 2026, filed 11 Aug 2026.