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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bailard's ZION Position: Q1 2026 in Review

Bailard opened a new position in Zions Bancorporation (ZION) in Q1 2026: 8,318 shares worth $479K. The stake represents 0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Bailard previously reported a position in ZION as recently as Q3 2025.

Bailard first reported a position in ZION in Q4 2022 and has held it in 4 quarters since. The position peaked at $487K in Q3 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Bailard held 8,318 shares of Zions Bancorporation worth $479K as of Q1 2026.
  • Zions Bancorporation was a new Bailard position in Q1 2026.
  • Zions Bancorporation made up 0.01% of Bailard's portfolio in Q1 2026, its #496 holding.
  • Bailard first reported a position in Zions Bancorporation in Q4 2022 and has held it in 4 quarters since.
  • Bailard's Zions Bancorporation position peaked at $487K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.