BFM
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Boothbay Fund Management’s Zions Bancorporation ZION Stock Holding History

Boothbay Fund Management’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
2023
Q4 		– Sell
-100,000
Closed -$3.49M – 2053
2023
Q3 		$3.49M Buy
+100,000
New +$3.49M 0.08% 322
2023
Q2 		– Sell
-44,200
Closed -$1.32M – 2375
2023
Q1 		$1.32M Buy
+44,200
New +$2.02M 0.03% 875

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Boothbay Fund Management's ZION Position: Q1 2026 in Review

Boothbay Fund Management sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 4,917 shares — an estimated $288K sold.

Boothbay Fund Management first reported a position in ZION in Q1 2017 and held it in 8 quarters. The position peaked at $5.25M in Q1 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Boothbay Fund Management reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Boothbay Fund Management sold 4,917 Zions Bancorporation shares in Q1 2026, an estimated $288K.
  • Boothbay Fund Management first reported a position in Zions Bancorporation in Q1 2017 and held it in 8 quarters.
  • Boothbay Fund Management's Zions Bancorporation position peaked at $5.25M in Q1 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Boothbay Fund Management's 13F filing for Q1 2026, filed 15 May 2026.