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 Q2	$2.42K	Hold	35	–	–	﹤0.01%	474
2026 Q1	$2.02K	Buy	+35	New	+$2.06K	﹤0.01%	506

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Burk Holdings's ZION Position: Q2 2026 in Review

Burk Holdings held its Zions Bancorporation (ZION) position steady in Q2 2026 at 35 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Burk Holdings first reported a position in ZION in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Burk Holdings held 35 shares of Zions Bancorporation worth $2.42K as of Q2 2026.
Burk Holdings left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #474 holding.
Burk Holdings first reported a position in Zions Bancorporation in Q1 2026 and has held it in 2 quarters since.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.