CMBA
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C.M. Bidwell & Associates’s Zions Bancorporation ZION Stock Holding History

C.M. Bidwell & Associates’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
Q1 		$67.6K Sell
1,174
-381
-25% -$22.4K 0.03% 199
2025
Q4 		$91K Buy
1,555
+185
+14% +$10.1K 0.04% 185
2025
Q3 		$77.5K Buy
+1,370
New +$76.2K 0.04% 198
2022
Q4 		– Sell
-3,792
Closed -$193K – 542
2022
Q3 		$193K Buy
3,792
+5
+0.1% +$273 0.16% 118
2022
Q2 		$193K Buy
3,787
+37
+1% +$2.1K 0.15% 119
2022
Q1 		$246K Buy
3,750
+2,710
+261% +$185K 0.16% 121
2021
Q4 		$66K Buy
+1,040
New +$66.4K 0.04% 280
2020
Q3 		– Sell
-7,585
Closed -$258K – 518
2020
Q2 		$258K Buy
+7,585
New +$240K 0.24% 104
2019
Q3 		– Sell
-11,860
Closed -$545K – 485
2019
Q2 		$545K Sell
11,860
-5,075
-30% -$235K 0.54% 47
2019
Q1 		$769K Buy
16,935
+6,420
+61% +$306K 0.77% 25
2018
Q4 		$428K Buy
+10,515
New +$490K 0.46% 57
2017
Q4 		– Sell
-8,400
Closed -$396K – 458
2017
Q3 		$396K Sell
8,400
-97,325
-92% -$4.33M 0.61% 51
2017
Q2 		$4.64M Buy
105,725
+110
+0.1% +$4.53K 0.99% 34
2017
Q1 		$4.44M Sell
105,615
-95
-0.1% -$4.13K 1% 33
2016
Q4 		$4.55M Sell
105,710
-23,500
-18% -$866K 1.07% 26
2016
Q3 		$4.01M Buy
+129,210
New +$3.67M 0.96% 42

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

C.M. Bidwell & Associates's ZION Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Zions Bancorporation (ZION) stake by 25% in Q1 2026, selling an estimated $22.4K and leaving 1,174 shares worth $67.6K. The position accounts for 0.03% of the portfolio, ranked #199.

C.M. Bidwell & Associates first reported a position in ZION in Q3 2016 and has held it in 16 quarters since. The position peaked at $4.64M in Q2 2017. 560 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • C.M. Bidwell & Associates held 1,174 shares of Zions Bancorporation worth $67.6K as of Q1 2026.
  • C.M. Bidwell & Associates sold 381 Zions Bancorporation shares in Q1 2026, an estimated $22.4K.
  • Zions Bancorporation made up 0.03% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #199 holding.
  • C.M. Bidwell & Associates first reported a position in Zions Bancorporation in Q3 2016 and has held it in 16 quarters since.
  • C.M. Bidwell & Associates's Zions Bancorporation position peaked at $4.64M in Q2 2017.
  • 560 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.