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Bruce G. Allen Investments’s Zions Bancorporation ZION Stock Holding History

Bruce G. Allen 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 		$10.4K Hold
150
– – 0.01% 482
2026
Q1 		$8.64K Buy
150
+100
+200% +$5.89K 0.01% 507
2025
Q4 		$2.93K Sell
50
-15
-23% -$817 ﹤0.01% 641
2025
Q3 		$3.68K Hold
65
– – ﹤0.01% 607
2025
Q2 		$3.38K Buy
65
+1
+2% +$47 ﹤0.01% 623
2025
Q1 		$3.19K Sell
64
-20
-24% -$1.08K ﹤0.01% 625
2024
Q4 		$4.56K Buy
84
+14
+20% +$767 ﹤0.01% 595
2024
Q3 		$3.31K Hold
70
– – ﹤0.01% 638
2024
Q2 		$3.04K Buy
70
+2
+3% +$84 ﹤0.01% 633
2024
Q1 		$2.95K Buy
68
+21
+45% +$866 ﹤0.01% 660
2023
Q4 		$2.06K Buy
+47
New +$1.7K ﹤0.01% 730

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

Bruce G. Allen Investments's ZION Position: Q2 2026 in Review

Bruce G. Allen Investments held its Zions Bancorporation (ZION) position steady in Q2 2026 at 150 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #482.

Bruce G. Allen Investments first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Bruce G. Allen Investments held 150 shares of Zions Bancorporation worth $10.4K as of Q2 2026.
  • Bruce G. Allen Investments left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #482 holding.
  • Bruce G. Allen Investments first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.