BTI
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Blue Trust Inc’s Zions Bancorporation ZION Stock Holding History

Blue Trust Inc’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 		$447K Sell
6,463
-136
-2% -$8.57K ﹤0.01% 523
2026
Q1 		$380K Buy
6,599
+291
+5% +$17.1K ﹤0.01% 570
2025
Q4 		$369K Buy
6,308
+741
+13% +$40.4K ﹤0.01% 583
2025
Q3 		$315K Sell
5,567
-756
-12% -$42.1K ﹤0.01% 640
2025
Q2 		$328K Buy
6,323
+1,374
+28% +$64.5K ﹤0.01% 600
2025
Q1 		$247K Buy
4,949
+1,331
+37% +$71.7K ﹤0.01% 633
2024
Q4 		$196K Sell
3,618
-5,344
-60% -$293K ﹤0.01% 668
2024
Q3 		$389K Buy
8,962
+4,612
+106% +$218K 0.01% 559
2024
Q2 		$189K Buy
4,350
+1,128
+35% +$47.6K ﹤0.01% 734
2024
Q1 		$140K Buy
3,222
+939
+41% +$38.7K ﹤0.01% 616
2023
Q4 		$80K Buy
2,283
+185
+9% +$6.68K ﹤0.01% 775
2023
Q3 		$56K Buy
2,098
+1,538
+275% +$53.6K ﹤0.01% 813
2023
Q2 		$17K Sell
560
-325
-37% -$9.02K ﹤0.01% 1118
2023
Q1 		$44K Buy
885
+85
+11% +$3.89K ﹤0.01% 1091
2022
Q4 		$41K Buy
800
+296
+59% +$14.8K ﹤0.01% 1014
2022
Q3 		$26K Sell
504
-60
-11% -$3.28K ﹤0.01% 996
2022
Q2 		$37K Buy
+564
New +$32.1K ﹤0.01% 781

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

Blue Trust Inc's ZION Position: Q2 2026 in Review

Blue Trust Inc reduced its Zions Bancorporation (ZION) stake by 2.1% in Q2 2026, selling an estimated $8.57K and leaving 6,463 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Blue Trust Inc first reported a position in ZION in Q2 2022 and has held it in 17 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Blue Trust Inc held 6,463 shares of Zions Bancorporation worth $447K as of Q2 2026.
  • Blue Trust Inc sold 136 Zions Bancorporation shares in Q2 2026, an estimated $8.57K.
  • Zions Bancorporation made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #523 holding.
  • Blue Trust Inc first reported a position in Zions Bancorporation in Q2 2022 and has held it in 17 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.