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Brooklyn Investment Group’s Zions Bancorporation ZION Stock Holding History

Brooklyn Investment Group’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
Q1 		$560K Buy
9,721
+2,223
+30% +$131K 0.02% 947
2025
Q4 		$441K Buy
7,498
+2,466
+49% +$134K 0.02% 760
2025
Q3 		$259K Sell
5,032
-20
-0.4% -$1.11K 0.04% 481
2025
Q2 		$262K Buy
5,052
+2,460
+95% +$115K 0.03% 489
2025
Q1 		$129K Buy
2,592
+95
+4% +$5.12K 0.03% 456
2024
Q4 		$135K Sell
2,497
-16
-0.6% -$877 0.04% 311
2024
Q3 		$119K Buy
+2,513
New +$119K 0.04% 319

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Brooklyn Investment Group's ZION Position: Q1 2026 in Review

Brooklyn Investment Group increased its Zions Bancorporation (ZION) stake by 30% in Q1 2026, buying an estimated $131K and bringing the position to 9,721 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #947.

Brooklyn Investment Group first reported a position in ZION in Q3 2024 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Brooklyn Investment Group held 9,721 shares of Zions Bancorporation worth $560K as of Q1 2026.
  • Brooklyn Investment Group bought 2,223 Zions Bancorporation shares in Q1 2026, an estimated $131K.
  • Zions Bancorporation made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #947 holding.
  • Brooklyn Investment Group first reported a position in Zions Bancorporation in Q3 2024 and has held it in 7 quarters since.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.