Burns Matteson Capital Management’s Zions Bancorporation ZION Stock Holding History

Burns Matteson Capital Management’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	–	Sell	-9,993	Closed	-$576K	–	260
2026 Q1	$576K	Sell	9,993 -36	-0.4%	-$2.12K	0.21%	86
2025 Q4	$587K	Buy	+10,029	New	+$546K	0.21%	78
2024 Q1	–	Sell	-18,132	Closed	-$796K	–	180
2023 Q4	$796K	Buy	+18,132	New	+$655K	0.56%	41

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

Burns Matteson Capital Management's ZION Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 9,993 shares — an estimated $576K sold.

Burns Matteson Capital Management first reported a position in ZION in Q4 2023 and held it in 3 quarters. The position peaked at $796K in Q4 2023. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Burns Matteson Capital Management reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 9,993 Zions Bancorporation shares in Q2 2026, an estimated $576K.
Burns Matteson Capital Management first reported a position in Zions Bancorporation in Q4 2023 and held it in 3 quarters.
Burns Matteson Capital Management's Zions Bancorporation position peaked at $796K in Q4 2023.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.