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ZION icon

Caprock Group’s Zions Bancorporation ZION Stock Holding History

Caprock Group’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 		$2.67M Buy
38,623
+678
+2% +$42.7K 0.05% 305
2026
Q1 		$2.19M Sell
37,945
-4,619
-11% -$272K 0.05% 315
2025
Q4 		$2.49M Buy
42,564
+11,105
+35% +$605K 0.05% 311
2025
Q3 		$1.82M Buy
+31,459
New +$1.75M 0.05% 372
2025
Q1 		$879K Buy
17,631
+10,074
+133% +$542K 0.03% 505
2024
Q4 		$410K Buy
7,557
+168
+2% +$9.2K 0.01% 689
2024
Q3 		$349K Buy
7,389
+1,203
+19% +$57K 0.01% 679
2024
Q2 		$268K Sell
6,186
-857
-12% -$36.2K 0.01% 719
2024
Q1 		$306K Buy
7,043
+1,097
+18% +$45.2K 0.02% 551
2023
Q4 		$261K Sell
5,946
-1,037
-15% -$37.5K 0.02% 579
2023
Q3 		$244K Sell
6,983
-4,338
-38% -$151K 0.02% 557
2023
Q2 		$309K Buy
+11,321
New +$314K 0.02% 490
2022
Q4 		– Sell
-8,120
Closed -$413K – 626
2022
Q3 		$413K Buy
8,120
+49
+0.6% +$2.68K 0.04% 322
2022
Q2 		$411K Buy
8,071
+305
+4% +$17.3K 0.04% 305
2022
Q1 		$509K Hold
7,766
– – 0.05% 285
2021
Q4 		$491K Hold
7,766
– – 0.04% 299
2021
Q3 		$481K Hold
7,766
– – 0.04% 261
2021
Q2 		$411K Buy
+7,766
New +$435K 0.04% 292

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 $3.37T AUM 44.26% 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

Caprock Group's ZION Position: Q2 2026 in Review

Caprock Group increased its Zions Bancorporation (ZION) stake by 1.8% in Q2 2026, buying an estimated $42.7K and bringing the position to 38,623 shares worth $2.67M. The position accounts for 0.05% of the portfolio, ranked #305.

Caprock Group first reported a position in ZION in Q2 2021 and has held it in 18 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Caprock Group held 38,623 shares of Zions Bancorporation worth $2.67M as of Q2 2026.
  • Caprock Group bought 678 Zions Bancorporation shares in Q2 2026, an estimated $42.7K.
  • Zions Bancorporation made up 0.05% of Caprock Group's portfolio in Q2 2026, its #305 holding.
  • Caprock Group first reported a position in Zions Bancorporation in Q2 2021 and has held it in 18 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.