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Beacon Pointe Advisors’s Zions Bancorporation ZION Stock Holding History

Beacon Pointe Advisors’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 		$393K Sell
5,680
-154
-3% -$9.71K ﹤0.01% 1459
2026
Q1 		$336K Buy
5,834
+1,962
+51% +$116K ﹤0.01% 1487
2025
Q4 		$227K Buy
+3,872
New +$211K ﹤0.01% 1385
2023
Q1 		– Sell
-5,674
Closed -$279K – 1199
2022
Q4 		$279K Sell
5,674
-347
-6% -$17.4K 0.01% 886
2022
Q3 		$309K Sell
6,021
-750
-11% -$41K 0.01% 788
2022
Q2 		$346K Buy
6,771
+883
+15% +$50.2K 0.01% 777
2022
Q1 		$386K Buy
5,888
+1,318
+29% +$90.2K 0.01% 887
2021
Q4 		$289K Buy
4,570
+1,003
+28% +$64K 0.01% 748
2021
Q3 		$221K Buy
+3,567
New +$196K 0.01% 819

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 Pointe Advisors's ZION Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Zions Bancorporation (ZION) stake by 2.6% in Q2 2026, selling an estimated $9.71K and leaving 5,680 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #1459.

Beacon Pointe Advisors first reported a position in ZION in Q3 2021 and has held it in 9 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Beacon Pointe Advisors held 5,680 shares of Zions Bancorporation worth $393K as of Q2 2026.
  • Beacon Pointe Advisors sold 154 Zions Bancorporation shares in Q2 2026, an estimated $9.71K.
  • Zions Bancorporation made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1459 holding.
  • Beacon Pointe Advisors first reported a position in Zions Bancorporation in Q3 2021 and has held it in 9 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.