BOK Financial’s Zions Bancorporation ZION Stock Holding History

BOK Financial’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 Q3	–	Sell	-2	Closed	-$138	–	1238
2026 Q2	$138	Buy	+2	New	+$126	﹤0.01%	1155
2025 Q3	–	Sell	-204	Closed	-$10.6K	–	1231
2025 Q2	$10.6K	Buy	+204	New	+$9.6K	﹤0.01%	966
2024 Q4	–	Sell	-6	Closed	-$277	–	1470
2024 Q3	$277	Hold	6	–	–	﹤0.01%	1306
2024 Q2	$260	Hold	6	–	–	﹤0.01%	1145
2024 Q1	$258	Sell	6 -347	-98%	-$14.3K	﹤0.01%	1164
2023 Q4	$15.5K	Buy	353 +339	+2,421%	+$12.2K	﹤0.01%	899
2023 Q3	$432	Buy	+14	New	+$488	﹤0.01%	1117
2023 Q2	–	Sell	-402	Closed	-$12K	–	1189
2023 Q1	$12K	Buy	+402	New	+$18.4K	﹤0.01%	982
2018 Q4	–	Sell	-4,681	Closed	-$234K	–	947
2018 Q3	$234K	Buy	4,681 +647	+16%	+$34.2K	0.01%	847
2018 Q2	$213K	Buy	+4,034	New	+$223K	0.01%	860
2013 Q3	–	Sell	-64,356	Closed	-$1.86M	–	866
2013 Q2	$1.86M	Buy	+64,356	New	+$1.68M	0.07%	277

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

BOK Financial's ZION Position: Q3 2026 in Review

BOK Financial sold out of Zions Bancorporation (ZION) in Q3 2026, closing a stake of 2 shares — an estimated $138 sold.

BOK Financial first reported a position in ZION in Q2 2013 and held it in 11 quarters. The position peaked at $1.86M in Q2 2013. 317 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

BOK Financial reported no remaining Zions Bancorporation position as of Q3 2026 after selling out during the quarter.
BOK Financial sold 2 Zions Bancorporation shares in Q3 2026, an estimated $138.
BOK Financial first reported a position in Zions Bancorporation in Q2 2013 and held it in 11 quarters.
BOK Financial's Zions Bancorporation position peaked at $1.86M in Q2 2013.
317 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.