Balyasny Asset Management’s Zions Bancorporation ZION Stock Holding History

Balyasny 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
2023 Q2	–	Sell	-1,400,000	Closed	-$41.9M	–	2870
2023 Q1	$41.9M	Buy	1,400,000 +1,312,500	+1,500%	+$60.1M	0.11%	268
2022 Q4	$4.3M	Buy	+87,500	New	+$4.38M	0.01%	1097
2022 Q3	–	Sell	-77,500	Closed	-$3.94M	–	3319
2022 Q2	$3.94M	Buy	+77,500	New	+$4.4M	0.01%	1047
2020 Q4	–	Sell	-150,000	Closed	-$4.38M	–	1773
2020 Q3	$4.38M	Buy	+150,000	New	+$4.83M	0.03%	652
2018 Q3	–	Sell	-100,000	Closed	-$5.27M	–	2096
2018 Q2	$5.27M	Buy	100,000 +6,500	+7%	+$359K	0.02%	646
2018 Q1	$4.93M	Hold	93,500	–	–	0.02%	715
2017 Q4	$4.75M	Buy	+93,500	New	+$4.48M	0.01%	884
2016 Q1	–	Sell	-105,800	Closed	-$2.89M	–	1564
2015 Q4	$2.89M	Buy	+105,800	New	+$3.04M	0.02%	602
2015 Q3	–	Sell	-125,000	Closed	-$3.97M	–	1422
2015 Q2	$3.97M	Buy	+125,000	New	+$3.68M	0.02%	643

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

Balyasny Asset Management's ZION Position: Q1 2026 in Review

Balyasny Asset Management increased its Zions Bancorporation (ZION) stake by 24% in Q1 2026, buying an estimated $16.3M and bringing the position to 1,423,947 shares worth $82M. The position accounts for 0.11% of the portfolio, ranked #206.

Balyasny Asset Management first reported a position in ZION in Q2 2013 and has held it in 34 quarters since. The position peaked at $162M in Q4 2017. 562 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Balyasny Asset Management held 1,423,947 shares of Zions Bancorporation worth $82M as of Q1 2026.
Balyasny Asset Management bought 276,955 Zions Bancorporation shares in Q1 2026, an estimated $16.3M.
Zions Bancorporation made up 0.11% of Balyasny Asset Management's portfolio in Q1 2026, its #206 holding.
Balyasny Asset Management first reported a position in Zions Bancorporation in Q2 2013 and has held it in 34 quarters since.
Balyasny Asset Management's Zions Bancorporation position peaked at $162M in Q4 2017.
562 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.