BCI
ZION icon

Brinker Capital Investments’s Zions Bancorporation ZION Stock Holding History

Brinker Capital Investments’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 		$438K Buy
+6,338
New +$400K ﹤0.01% 1515
2023
Q1 		– Sell
-7,622
Closed -$375K – 1661
2022
Q4 		$375K Buy
7,622
+277
+4% +$13.9K 0.01% 1076
2022
Q3 		$374K Buy
7,345
+48
+0.7% +$2.63K 0.01% 1039
2022
Q2 		$371K Buy
7,297
+273
+4% +$15.5K 0.01% 1083
2022
Q1 		$460K Sell
7,024
-646
-8% -$44.2K 0.01% 1080
2021
Q4 		$484K Sell
7,670
-433
-5% -$27.6K 0.01% 1063
2021
Q3 		$428K Hold
8,103
– – 0.01% 1021
2021
Q2 		$428K Buy
8,103
+752
+10% +$42.1K 0.01% 1082
2021
Q1 		$404K Buy
+7,351
New +$379K 0.01% 962
2020
Q4 		– Sell
-7,429
Closed -$217K – 1219
2020
Q3 		$217K Buy
+7,429
New +$239K ﹤0.01% 1091
2019
Q2 		– Sell
-229
Closed -$10K – 979
2019
Q1 		$10K Buy
229
+156
+214% +$7.44K ﹤0.01% 652
2018
Q4 		$3K Hold
73
– – ﹤0.01% 610
2018
Q3 		$4K Buy
+73
New +$3.85K ﹤0.01% 566
2016
Q4 		– Sell
-2
Closed – – 664
2016
Q3 		$0 Buy
+2
New +$57 ﹤0.01% 636
2016
Q1 		– Sell
-2
Closed – – 705
2015
Q4 		$0 Buy
+2
New +$57 ﹤0.01% 750

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

Brinker Capital Investments's ZION Position: Q2 2026 in Review

Brinker Capital Investments opened a new position in Zions Bancorporation (ZION) in Q2 2026: 6,338 shares worth $438K. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings. This is a return to the name: Brinker Capital Investments previously reported a position in ZION as recently as Q4 2022.

Brinker Capital Investments first reported a position in ZION in Q4 2015 and has held it in 15 quarters since. The position peaked at $484K in Q4 2021. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Brinker Capital Investments held 6,338 shares of Zions Bancorporation worth $438K as of Q2 2026.
  • Zions Bancorporation was a new Brinker Capital Investments position in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1515 holding.
  • Brinker Capital Investments first reported a position in Zions Bancorporation in Q4 2015 and has held it in 15 quarters since.
  • Brinker Capital Investments's Zions Bancorporation position peaked at $484K in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.