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Bailard’s Zions Bancorporation ZION Stock Holding History

Bailard’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 		$1.05M Buy
15,115
+6,797
+82% +$429K 0.02% 352
2026
Q1 		$479K Buy
+8,318
New +$490K 0.01% 496
2025
Q4 		– Sell
-8,600
Closed -$487K – 893
2025
Q3 		$487K Buy
+8,600
New +$479K 0.01% 501
2023
Q4 		– Sell
-6,316
Closed -$220K – 822
2023
Q3 		$220K Buy
+6,316
New +$220K 0.01% 639
2023
Q1 		– Sell
-8,410
Closed -$413K – 803
2022
Q4 		$413K Buy
+8,410
New +$421K 0.02% 443

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

Bailard's ZION Position: Q2 2026 in Review

Bailard increased its Zions Bancorporation (ZION) stake by 82% in Q2 2026, buying an estimated $429K and bringing the position to 15,115 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #352.

Bailard first reported a position in ZION in Q4 2022 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Bailard held 15,115 shares of Zions Bancorporation worth $1.05M as of Q2 2026.
  • Bailard bought 6,797 Zions Bancorporation shares in Q2 2026, an estimated $429K.
  • Zions Bancorporation made up 0.02% of Bailard's portfolio in Q2 2026, its #352 holding.
  • Bailard first reported a position in Zions Bancorporation in Q4 2022 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.