Burney Company’s Zions Bancorporation ZION Stock Holding History

Burney Company’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	$1.23M	Sell	17,815 -2,631	-13%	-$166K	0.03%	319
2026 Q1	$1.18M	Sell	20,446 -60,904	-75%	-$3.59M	0.04%	297
2025 Q4	$4.76M	Buy	+81,350	New	+$4.43M	0.15%	142
2021 Q4	–	Sell	-22,572	Closed	-$1.4M	–	600
2021 Q3	$1.4M	Buy	+22,572	New	+$1.24M	0.07%	261
2018 Q4	–	Sell	-4,210	Closed	-$211K	–	451
2018 Q3	$211K	Buy	4,210 +25	+0.6%	+$1.32K	0.01%	428
2018 Q2	$221K	Buy	4,185 +100	+2%	+$5.52K	0.01%	418
2018 Q1	$215K	Hold	4,085	–	–	0.01%	391
2017 Q4	$208K	Buy	+4,085	New	+$196K	0.01%	418

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

Burney Company's ZION Position: Q2 2026 in Review

Burney Company reduced its Zions Bancorporation (ZION) stake by 13% in Q2 2026, selling an estimated $166K and leaving 17,815 shares worth $1.23M. The position accounts for 0.03% of the portfolio, ranked #319.

Burney Company first reported a position in ZION in Q4 2017 and has held it in 8 quarters since. The position peaked at $4.76M in Q4 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Burney Company held 17,815 shares of Zions Bancorporation worth $1.23M as of Q2 2026.
Burney Company sold 2,631 Zions Bancorporation shares in Q2 2026, an estimated $166K.
Zions Bancorporation made up 0.03% of Burney Company's portfolio in Q2 2026, its #319 holding.
Burney Company first reported a position in Zions Bancorporation in Q4 2017 and has held it in 8 quarters since.
Burney Company's Zions Bancorporation position peaked at $4.76M in Q4 2025.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.