Burk Holdings
ZION icon

Burk Holdings’s Zions Bancorporation ZION Stock Holding History

Burk Holdings’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 		$2.19K Hold
35
– – ﹤0.01% 539
2026
Q2 		$2.42K Hold
35
– – ﹤0.01% 474
2026
Q1 		$2.02K Buy
+35
New +$2.06K ﹤0.01% 506

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Burk Holdings's ZION Position: Q3 2026 in Review

Burk Holdings held its Zions Bancorporation (ZION) position steady in Q3 2026 at 35 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Burk Holdings first reported a position in ZION in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.42K in Q2 2026. 367 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Burk Holdings held 35 shares of Zions Bancorporation worth $2.19K as of Q3 2026.
  • Burk Holdings left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up ﹤0.01% of Burk Holdings's portfolio in Q3 2026, its #539 holding.
  • Burk Holdings first reported a position in Zions Bancorporation in Q1 2026 and has held it in 3 quarters since.
  • Burk Holdings's Zions Bancorporation position peaked at $2.42K in Q2 2026.
  • 367 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.