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Atomi Financial Group’s Zions Bancorporation ZION Stock Holding History

Atomi Financial Group’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 		$484K Buy
6,989
+654
+10% +$41.2K 0.01% 788
2026
Q1 		$365K Buy
6,335
+415
+7% +$24.5K 0.01% 848
2025
Q4 		$347K Buy
5,920
+22
+0.4% +$1.2K 0.01% 867
2025
Q3 		$334K Buy
5,898
+919
+18% +$51.1K 0.01% 833
2025
Q2 		$259K Sell
4,979
-820
-14% -$38.5K 0.01% 898
2025
Q1 		$289K Sell
5,799
-227
-4% -$12.2K 0.01% 787
2024
Q4 		$327K Buy
6,026
+534
+10% +$29.3K 0.02% 680
2024
Q3 		$259K Buy
5,492
+754
+16% +$35.7K 0.02% 737
2024
Q2 		$205K Buy
+4,738
New +$200K 0.02% 731

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

Atomi Financial Group's ZION Position: Q2 2026 in Review

Atomi Financial Group increased its Zions Bancorporation (ZION) stake by 10% in Q2 2026, buying an estimated $41.2K and bringing the position to 6,989 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #788.

Atomi Financial Group first reported a position in ZION in Q2 2024 and has held it in 9 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Atomi Financial Group held 6,989 shares of Zions Bancorporation worth $484K as of Q2 2026.
  • Atomi Financial Group bought 654 Zions Bancorporation shares in Q2 2026, an estimated $41.2K.
  • Zions Bancorporation made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #788 holding.
  • Atomi Financial Group first reported a position in Zions Bancorporation in Q2 2024 and has held it in 9 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.