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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Baker Avenue Asset Management's ZION Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Zions Bancorporation (ZION) stake by 27% in Q1 2026, buying an estimated $84.7K and bringing the position to 6,837 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #508.

Baker Avenue Asset Management first reported a position in ZION in Q4 2022 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Baker Avenue Asset Management held 6,837 shares of Zions Bancorporation worth $394K as of Q1 2026.
Baker Avenue Asset Management bought 1,438 Zions Bancorporation shares in Q1 2026, an estimated $84.7K.
Zions Bancorporation made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #508 holding.
Baker Avenue Asset Management first reported a position in Zions Bancorporation in Q4 2022 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.