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Bell Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Bell Investment 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 		$8.99K Buy
130
+8
+7% +$504 ﹤0.01% 743
2026
Q1 		$7.03K Hold
122
– – ﹤0.01% 821
2025
Q4 		$7.14K Hold
122
– – ﹤0.01% 828
2025
Q3 		$6.9K Hold
122
– – ﹤0.01% 779
2025
Q2 		$6.34K Sell
122
-4
-3% -$188 ﹤0.01% 877
2025
Q1 		$6.28K Buy
126
+15
+14% +$808 ﹤0.01% 808
2024
Q4 		$6.02K Hold
111
– – ﹤0.01% 841
2024
Q3 		$5.24K Sell
111
-28
-20% -$1.33K ﹤0.01% 910
2024
Q2 		$6.03K Hold
139
– – ﹤0.01% 833
2024
Q1 		$6.03K Hold
139
– – ﹤0.01% 825
2023
Q4 		$6.1K Sell
139
-34
-20% -$1.23K ﹤0.01% 771
2023
Q3 		$6.04K Sell
173
-33
-16% -$1.15K ﹤0.01% 714
2023
Q2 		$5.53K Buy
206
+48
+30% +$1.33K ﹤0.01% 770
2023
Q1 		$4.73K Buy
158
+59
+60% +$2.7K ﹤0.01% 818
2022
Q4 		$4.87K Sell
99
-29
-23% -$1.45K ﹤0.01% 824
2022
Q3 		$7K Hold
128
– – ﹤0.01% 561
2022
Q2 		$7K Buy
+128
New +$7.28K ﹤0.01% 583
2021
Q4 		$8K Hold
131
– – ﹤0.01% 583
2021
Q3 		$8K Buy
+131
New +$7.2K ﹤0.01% 546

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's ZION Position: Q2 2026 in Review

Bell Investment Advisors increased its Zions Bancorporation (ZION) stake by 6.6% in Q2 2026, buying an estimated $504 and bringing the position to 130 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Bell Investment Advisors first reported a position in ZION in Q3 2021 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Bell Investment Advisors held 130 shares of Zions Bancorporation worth $8.99K as of Q2 2026.
  • Bell Investment Advisors bought 8 Zions Bancorporation shares in Q2 2026, an estimated $504.
  • Zions Bancorporation made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #743 holding.
  • Bell Investment Advisors first reported a position in Zions Bancorporation in Q3 2021 and has held it in 19 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.