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Atria Investments’s Zions Bancorporation ZION Stock Holding History

Atria Investments’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 		$457K Sell
6,598
-208
-3% -$13.1K ﹤0.01% 1574
2026
Q1 		$392K Buy
6,806
+1,303
+24% +$76.8K ﹤0.01% 1584
2025
Q4 		$322K Buy
5,503
+1,960
+55% +$107K ﹤0.01% 1704
2025
Q3 		$200K Sell
3,543
-7,917
-69% -$441K ﹤0.01% 1951
2025
Q2 		$595K Sell
11,460
-226
-2% -$10.6K 0.01% 1324
2025
Q1 		$583K Buy
11,686
+2,211
+23% +$119K 0.01% 1272
2024
Q4 		$514K Sell
9,475
-2,567
-21% -$141K 0.01% 1312
2024
Q3 		$569K Sell
12,042
-2,447
-17% -$116K 0.01% 1257
2024
Q2 		$628K Buy
+14,489
New +$611K 0.01% 1189
2020
Q1 		– Sell
-13,883
Closed -$721K – 1220
2019
Q4 		$721K Buy
13,883
+9,382
+208% +$455K 0.02% 658
2019
Q3 		$200K Sell
4,501
-3,530
-44% -$153K 0.01% 850
2019
Q2 		$323K Sell
8,031
-7,944
-50% -$368K 0.01% 717
2019
Q1 		$725K Buy
+15,975
New +$762K 0.03% 433
2018
Q4 		– Sell
-9,103
Closed -$457K – 1028
2018
Q3 		$457K Sell
9,103
-971
-10% -$51.3K 0.02% 617
2018
Q2 		$531K Buy
10,074
+401
+4% +$22.1K 0.02% 554
2018
Q1 		$510K Buy
9,673
+1,074
+12% +$57.8K 0.02% 506
2017
Q4 		$437K Buy
8,599
+922
+12% +$44.2K 0.02% 520
2017
Q3 		$362K Buy
+7,677
New +$342K 0.02% 543

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 $3.38T AUM 44.17% 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

Atria Investments's ZION Position: Q2 2026 in Review

Atria Investments reduced its Zions Bancorporation (ZION) stake by 3.1% in Q2 2026, selling an estimated $13.1K and leaving 6,598 shares worth $457K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Atria Investments first reported a position in ZION in Q3 2017 and has held it in 18 quarters since. The position peaked at $725K in Q1 2019. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Atria Investments held 6,598 shares of Zions Bancorporation worth $457K as of Q2 2026.
  • Atria Investments sold 208 Zions Bancorporation shares in Q2 2026, an estimated $13.1K.
  • Zions Bancorporation made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1574 holding.
  • Atria Investments first reported a position in Zions Bancorporation in Q3 2017 and has held it in 18 quarters since.
  • Atria Investments's Zions Bancorporation position peaked at $725K in Q1 2019.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.