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Atlas Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Atlas 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
Q2 		$159K Buy
2,302
+1,616
+236% +$102K 0.02% 508
2026
Q1 		$39.5K Buy
686
+68
+11% +$4.01K ﹤0.01% 683
2025
Q4 		$36.2K Buy
+618
New +$33.7K ﹤0.01% 663
2022
Q4 		– Sell
-3,842
Closed -$195K – 960
2022
Q3 		$195K Sell
3,842
-487
-11% -$26.6K 0.04% 346
2022
Q2 		$220K Sell
4,329
-390
-8% -$22.2K 0.04% 353
2022
Q1 		$309K Buy
4,719
+117
+3% +$8K 0.05% 285
2021
Q4 		$291K Hold
4,602
– – 0.04% 302
2021
Q3 		$285K Hold
4,602
– – 0.05% 293
2021
Q2 		$243K Buy
+4,602
New +$258K 0.04% 328
2019
Q3 		– Sell
-3,144
Closed -$145K – 705
2019
Q2 		$145K Sell
3,144
-236
-7% -$10.9K 0.05% 349
2019
Q1 		$153K Sell
3,380
-1,160
-26% -$55.3K 0.06% 302
2018
Q4 		$185K Sell
4,540
-807
-15% -$37.6K 0.07% 265
2018
Q3 		$272K Buy
5,347
+1,588
+42% +$83.8K 0.09% 256
2018
Q2 		$199K Sell
3,759
-780
-17% -$43K 0.07% 270
2018
Q1 		$239K Buy
+4,539
New +$244K 0.07% 266

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

Atlas Capital Advisors's ZION Position: Q2 2026 in Review

Atlas Capital Advisors increased its Zions Bancorporation (ZION) stake by 236% in Q2 2026, buying an estimated $102K and bringing the position to 2,302 shares worth $159K. The position accounts for 0.02% of the portfolio, ranked #508.

Atlas Capital Advisors first reported a position in ZION in Q1 2018 and has held it in 15 quarters since. The position peaked at $309K in Q1 2022. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Atlas Capital Advisors held 2,302 shares of Zions Bancorporation worth $159K as of Q2 2026.
  • Atlas Capital Advisors bought 1,616 Zions Bancorporation shares in Q2 2026, an estimated $102K.
  • Zions Bancorporation made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #508 holding.
  • Atlas Capital Advisors first reported a position in Zions Bancorporation in Q1 2018 and has held it in 15 quarters since.
  • Atlas Capital Advisors's Zions Bancorporation position peaked at $309K in Q1 2022.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.