Capital Analysts LLC’s Zions Bancorporation ZION Stock Holding History

Capital Analysts LLC’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	-16	Closed	-$1K	–	1608
2026 Q1	$1K	Buy	+16	New	+$943	﹤0.01%	1532
2023 Q1	–	Sell	-1,763	Closed	-$87K	–	1090
2022 Q4	$87K	Hold	1,763	–	–	0.01%	526
2022 Q3	$90K	Sell	1,763 -200	-10%	-$10.9K	0.01%	469
2022 Q2	$100K	Buy	1,963 +367	+23%	+$20.9K	0.01%	432
2022 Q1	$105K	Hold	1,596	–	–	0.01%	423
2021 Q4	$101K	Buy	1,596 +856	+116%	+$54.7K	0.01%	446
2021 Q3	$46K	Hold	740	–	–	﹤0.01%	588
2021 Q2	$39K	Hold	740	–	–	﹤0.01%	590
2021 Q1	$41K	Hold	740	–	–	﹤0.01%	611
2020 Q4	$32K	Sell	740 -424	-36%	-$15.7K	﹤0.01%	464
2020 Q3	$34K	Hold	1,164	–	–	﹤0.01%	459
2020 Q2	$40K	Hold	1,164	–	–	﹤0.01%	397
2020 Q1	$31K	Hold	1,164	–	–	﹤0.01%	395
2019 Q4	$60K	Hold	1,164	–	–	0.01%	375
2019 Q3	$51K	Hold	1,164	–	–	0.01%	381
2019 Q2	$54K	Hold	1,164	–	–	0.01%	361
2019 Q1	$52K	Buy	1,164 +585	+101%	+$27.9K	0.01%	341
2018 Q4	$24K	Buy	+579	New	+$27K	﹤0.01%	390

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 Analysts LLC's ZION Position: Q2 2026 in Review

Capital Analysts LLC sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 16 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in ZION in Q4 2018 and held it in 18 quarters. The position peaked at $105K in Q1 2022. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Capital Analysts LLC reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
Capital Analysts LLC sold 16 Zions Bancorporation shares in Q2 2026, an estimated $1K.
Capital Analysts LLC first reported a position in Zions Bancorporation in Q4 2018 and held it in 18 quarters.
Capital Analysts LLC's Zions Bancorporation position peaked at $105K in Q1 2022.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.