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Arax Advisory Partners’s Zions Bancorporation ZION Stock Holding History

Arax Advisory Partners’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 		$1.7M Buy
24,595
+19,758
+408% +$1.25M 0.01% 924
2026
Q1 		$279K Buy
4,837
+416
+9% +$24.5K 0.01% 913
2025
Q4 		$259K Sell
4,421
-28,319
-86% -$1.54M 0.01% 912
2025
Q3 		$1.85M Buy
32,740
+29,678
+969% +$1.65M 0.03% 488
2025
Q2 		$159K Buy
3,062
+1,854
+153% +$87K 0.01% 745
2025
Q1 		$60.2K Buy
1,208
+307
+34% +$16.5K ﹤0.01% 889
2024
Q4 		$48.9K Buy
901
+493
+121% +$27K ﹤0.01% 912
2024
Q3 		$19.3K Buy
408
+365
+849% +$17.3K ﹤0.01% 1103
2024
Q2 		$1.86K Buy
+43
New +$1.81K ﹤0.01% 1988

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

Arax Advisory Partners's ZION Position: Q2 2026 in Review

Arax Advisory Partners increased its Zions Bancorporation (ZION) stake by 408% in Q2 2026, buying an estimated $1.25M and bringing the position to 24,595 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #924.

Arax Advisory Partners first reported a position in ZION in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.85M in Q3 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Arax Advisory Partners held 24,595 shares of Zions Bancorporation worth $1.7M as of Q2 2026.
  • Arax Advisory Partners bought 19,758 Zions Bancorporation shares in Q2 2026, an estimated $1.25M.
  • Zions Bancorporation made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #924 holding.
  • Arax Advisory Partners first reported a position in Zions Bancorporation in Q2 2024 and has held it in 9 quarters since.
  • Arax Advisory Partners's Zions Bancorporation position peaked at $1.85M in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.