Baker Avenue Asset Management’s Zions Bancorporation ZION Stock Holding History

Baker Avenue Asset Management’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	$645K	Buy	9,324 +2,487	+36%	+$157K	0.01%	419
2026 Q1	$394K	Buy	6,837 +1,438	+27%	+$84.7K	0.01%	508
2025 Q4	$316K	Buy	5,399 +892	+20%	+$48.6K	0.01%	489
2025 Q3	$255K	Buy	+4,507	New	+$251K	0.01%	518
2023 Q4	–	Sell	-70	Closed	-$2.44K	–	1544
2023 Q3	$2.44K	Buy	70 +59	+536%	+$2.06K	﹤0.01%	1089
2023 Q2	$295	Buy	+11	New	+$305	﹤0.01%	1530
2023 Q1	–	Sell	-5	Closed	-$246	–	1762
2022 Q4	$246	Buy	+5	New	+$250	﹤0.01%	1526

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Baker Avenue Asset Management's ZION Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Zions Bancorporation (ZION) stake by 36% in Q2 2026, buying an estimated $157K and bringing the position to 9,324 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #419.

Baker Avenue Asset Management first reported a position in ZION in Q4 2022 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Baker Avenue Asset Management held 9,324 shares of Zions Bancorporation worth $645K as of Q2 2026.
Baker Avenue Asset Management bought 2,487 Zions Bancorporation shares in Q2 2026, an estimated $157K.
Zions Bancorporation made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #419 holding.
Baker Avenue Asset Management first reported a position in Zions Bancorporation in Q4 2022 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.