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Byrne Asset Management’s Zions Bancorporation ZION Stock Holding History

Byrne Asset 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 		$166K Sell
2,398
-430
-15% -$27.1K 0.09% 177
2026
Q1 		$163K Hold
2,828
– – 0.1% 159
2025
Q4 		$166K Buy
2,828
+1,978
+233% +$108K 0.09% 152
2025
Q3 		$48.1K Buy
+850
New +$47.3K 0.03% 246
2023
Q4 		– Sell
-11,155
Closed -$389K – 582
2023
Q3 		$389K Sell
11,155
-960
-8% -$33.5K 0.32% 75
2023
Q2 		$325K Sell
12,115
-2,275
-16% -$63.1K 0.21% 116
2023
Q1 		$431K Sell
14,390
-1,880
-12% -$86K 0.31% 92
2022
Q4 		$800K Sell
16,270
-20
-0.1% -$1K 0.58% 59
2022
Q3 		$829K Buy
16,290
+615
+4% +$33.6K 0.64% 57
2022
Q2 		$798K Buy
15,675
+820
+6% +$46.6K 0.59% 56
2022
Q1 		$974K Buy
14,855
+1,755
+13% +$120K 0.61% 52
2021
Q4 		$827K Buy
+13,100
New +$836K 0.54% 58

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Byrne Asset Management's ZION Position: Q2 2026 in Review

Byrne Asset Management reduced its Zions Bancorporation (ZION) stake by 15% in Q2 2026, selling an estimated $27.1K and leaving 2,398 shares worth $166K. The position accounts for 0.09% of the portfolio, ranked #177.

Byrne Asset Management first reported a position in ZION in Q4 2021 and has held it in 12 quarters since. The position peaked at $974K in Q1 2022. 64 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Byrne Asset Management held 2,398 shares of Zions Bancorporation worth $166K as of Q2 2026.
  • Byrne Asset Management sold 430 Zions Bancorporation shares in Q2 2026, an estimated $27.1K.
  • Zions Bancorporation made up 0.09% of Byrne Asset Management's portfolio in Q2 2026, its #177 holding.
  • Byrne Asset Management first reported a position in Zions Bancorporation in Q4 2021 and has held it in 12 quarters since.
  • Byrne Asset Management's Zions Bancorporation position peaked at $974K in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.