Capital Advisors Ltd’s Zions Bancorporation ZION Stock Holding History

Capital Advisors Ltd’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	$2K	Hold	29	–	–	﹤0.01%	1157
2026 Q1	$2K	Hold	29	–	–	﹤0.01%	1137
2025 Q4	$2K	Hold	29	–	–	﹤0.01%	1117
2025 Q3	$2K	Hold	29	–	–	﹤0.01%	1115
2025 Q2	$2K	Sell	29 -10	-26%	-$469	﹤0.01%	1120
2025 Q1	$2K	Hold	39	–	–	﹤0.01%	1106
2024 Q4	$2K	Hold	39	–	–	﹤0.01%	1128
2024 Q3	$2K	Hold	39	–	–	﹤0.01%	1122
2024 Q2	$2K	Sell	39 -2	-5%	-$84	﹤0.01%	1099
2024 Q1	$2K	Buy	41 +21	+105%	+$866	﹤0.01%	1095
2023 Q4	$1K	Hold	20	–	–	﹤0.01%	1248
2023 Q3	$1K	Hold	20	–	–	﹤0.01%	1239
2023 Q2	$1K	Buy	+20	New	+$555	﹤0.01%	1246
2023 Q1	–	Sell	-55	Closed	-$3K	–	1600
2022 Q4	$3K	Buy	55 +27	+96%	+$1.35K	﹤0.01%	810
2022 Q3	$1K	Buy	+28	New	+$1.53K	﹤0.01%	1163
2022 Q2	–	Sell	-7	Closed	–	–	1374
2022 Q1	$0	Buy	+7	New	+$479	﹤0.01%	1254

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

Capital Advisors Ltd's ZION Position: Q2 2026 in Review

Capital Advisors Ltd held its Zions Bancorporation (ZION) position steady in Q2 2026 at 29 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Capital Advisors Ltd first reported a position in ZION in Q1 2022 and has held it in 16 quarters since. The position peaked at $3K in Q4 2022. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Capital Advisors Ltd held 29 shares of Zions Bancorporation worth $2K as of Q2 2026.
Capital Advisors Ltd left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1157 holding.
Capital Advisors Ltd first reported a position in Zions Bancorporation in Q1 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's Zions Bancorporation position peaked at $3K in Q4 2022.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.