CFO
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Callan Family Office’s Zions Bancorporation ZION Stock Holding History

Callan Family Office’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 		$361K Buy
5,213
+167
+3% +$10.5K 0.01% 931
2026
Q1 		$291K Sell
5,046
-318
-6% -$18.7K 0.01% 943
2025
Q4 		$314K Buy
5,364
+926
+21% +$50.4K 0.01% 917
2025
Q3 		$251K Sell
4,438
-79
-2% -$4.4K 0.01% 758
2025
Q2 		$235K Buy
+4,517
New +$212K 0.01% 846

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Callan Family Office's ZION Position: Q2 2026 in Review

Callan Family Office increased its Zions Bancorporation (ZION) stake by 3.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,213 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #931.

Callan Family Office first reported a position in ZION in Q2 2025 and has held it in 5 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Callan Family Office held 5,213 shares of Zions Bancorporation worth $361K as of Q2 2026.
  • Callan Family Office bought 167 Zions Bancorporation shares in Q2 2026, an estimated $10.5K.
  • Zions Bancorporation made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #931 holding.
  • Callan Family Office first reported a position in Zions Bancorporation in Q2 2025 and has held it in 5 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.