Baird Financial Group
ZION icon

Baird Financial Group’s Zions Bancorporation ZION Stock Holding History

Baird 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 		$2.63M Buy
38,015
+2,230
+6% +$141K ﹤0.01% 999
2026
Q1 		$2.06M Buy
35,785
+26,760
+297% +$1.58M ﹤0.01% 1033
2025
Q4 		$528K Buy
9,025
+878
+11% +$47.8K ﹤0.01% 1457
2025
Q3 		$461K Sell
8,147
-14
-0.2% -$779 ﹤0.01% 1497
2025
Q2 		$424K Buy
8,161
+5
+0.1% +$235 ﹤0.01% 1468
2025
Q1 		$407K Buy
8,156
+1,156
+17% +$62.3K ﹤0.01% 1456
2024
Q4 		$380K Buy
+7,000
New +$383K ﹤0.01% 1479
2024
Q2 		– Sell
-5,219
Closed -$227K – 1842
2024
Q1 		$227K Buy
+5,219
New +$215K ﹤0.01% 1638
2023
Q4 		– Sell
-6,631
Closed -$231K – 1810
2023
Q3 		$231K Buy
+6,631
New +$231K ﹤0.01% 1582
2023
Q1 		– Sell
-4,278
Closed -$210K – 1767
2022
Q4 		$210K Buy
+4,278
New +$214K ﹤0.01% 1588
2022
Q3 		– Sell
-8,220
Closed -$419K – 1859
2022
Q2 		$419K Sell
8,220
-166
-2% -$9.43K ﹤0.01% 1413
2022
Q1 		$550K Sell
8,386
-397
-5% -$27.2K ﹤0.01% 1365
2021
Q4 		$555K Sell
8,783
-259
-3% -$16.5K ﹤0.01% 1431
2021
Q3 		$560K Buy
+9,042
New +$497K ﹤0.01% 1423
2019
Q4 		– Sell
-6,416
Closed -$286K – 1562
2019
Q3 		$286K Buy
+6,416
New +$277K ﹤0.01% 1331
2015
Q3 		– Sell
-61,679
Closed -$1.96M – 1331
2015
Q2 		$1.96M Buy
+61,679
New +$1.82M 0.02% 556

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

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

Baird Financial Group increased its Zions Bancorporation (ZION) stake by 6.2% in Q2 2026, buying an estimated $141K and bringing the position to 38,015 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Baird Financial Group first reported a position in ZION in Q2 2015 and has held it in 16 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Baird Financial Group held 38,015 shares of Zions Bancorporation worth $2.63M as of Q2 2026.
  • Baird Financial Group bought 2,230 Zions Bancorporation shares in Q2 2026, an estimated $141K.
  • Zions Bancorporation made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #999 holding.
  • Baird Financial Group first reported a position in Zions Bancorporation in Q2 2015 and has held it in 16 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.