BIAS
ZION icon

Beacon Investment Advisory Services’s Zions Bancorporation ZION Stock Holding History

Beacon Investment Advisory Services’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 		$892K Buy
12,895
+1,448
+13% +$91.3K 0.03% 145
2026
Q1 		$660K Buy
11,447
+1,994
+21% +$117K 0.03% 167
2025
Q4 		$553K Buy
9,453
+548
+6% +$29.8K 0.02% 168
2025
Q3 		$504K Buy
8,905
+3,710
+71% +$206K 0.02% 175
2025
Q2 		$270K Sell
5,195
-349
-6% -$16.4K 0.01% 219
2025
Q1 		$276K Sell
5,544
-6
-0.1% -$323 0.01% 209
2024
Q4 		$301K Hold
5,550
– – 0.01% 208
2024
Q3 		$262K Hold
5,550
– – 0.01% 230
2024
Q2 		$241K Hold
5,550
– – 0.01% 239
2024
Q1 		$241K Buy
5,550
+1
+0% +$41 0.01% 243
2023
Q4 		$243K Buy
+5,549
New +$200K 0.01% 239
2023
Q1 		– Sell
-5,595
Closed -$275K – 293
2022
Q4 		$275K Hold
5,595
– – 0.01% 239
2022
Q3 		$285K Sell
5,595
-5
-0.1% -$273 0.02% 237
2022
Q2 		$285K Sell
5,600
-13
-0.2% -$739 0.01% 240
2022
Q1 		$368K Hold
5,613
– – 0.02% 238
2021
Q4 		$355K Hold
5,613
– – 0.01% 242
2021
Q3 		$347K Buy
5,613
+104
+2% +$5.71K 0.01% 241
2021
Q2 		$291K Buy
5,509
+1
+0% +$56 0.01% 266
2021
Q1 		$303K Hold
5,508
– – 0.01% 251
2020
Q4 		$239K Buy
+5,508
New +$204K 0.01% 253
2020
Q1 		– Sell
-5,710
Closed -$296K – 254
2019
Q4 		$296K Sell
5,710
-931
-14% -$45.2K 0.02% 218
2019
Q3 		$296K Sell
6,641
-37
-0.6% -$1.6K 0.03% 200
2019
Q2 		$307K Buy
6,678
+1
+0% +$46 0.03% 187
2019
Q1 		$303K Sell
6,677
-36
-0.5% -$1.72K 0.03% 192
2018
Q4 		$273K Buy
6,713
+31
+0.5% +$1.45K 0.03% 217
2018
Q3 		$335K Hold
6,682
– – 0.03% 209
2018
Q2 		$352K Sell
6,682
-28
-0.4% -$1.54K 0.04% 196
2018
Q1 		$354K Buy
6,710
+121
+2% +$6.51K 0.04% 191
2017
Q4 		$335K Sell
6,589
-2,412
-27% -$116K 0.04% 192
2017
Q3 		$425K Buy
+9,001
New +$401K 0.04% 194

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

Beacon Investment Advisory Services's ZION Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Zions Bancorporation (ZION) stake by 13% in Q2 2026, buying an estimated $91.3K and bringing the position to 12,895 shares worth $892K. The position accounts for 0.03% of the portfolio, ranked #145.

Beacon Investment Advisory Services first reported a position in ZION in Q3 2017 and has held it in 30 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Beacon Investment Advisory Services held 12,895 shares of Zions Bancorporation worth $892K as of Q2 2026.
  • Beacon Investment Advisory Services bought 1,448 Zions Bancorporation shares in Q2 2026, an estimated $91.3K.
  • Zions Bancorporation made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #145 holding.
  • Beacon Investment Advisory Services first reported a position in Zions Bancorporation in Q3 2017 and has held it in 30 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.