Capstone Investment Advisors
ZION icon

Capstone Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Capstone Investment Advisors’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 		$759K Buy
+10,968
New +$691K ﹤0.01% 1061
2024
Q4 		– Sell
-1,528
Closed -$83.7K – 2049
2024
Q3 		$72.2K Sell
1,528
-2,028
-57% -$96K ﹤0.01% 1758
2024
Q2 		$154K Buy
+3,556
New +$150K ﹤0.01% 1821
2024
Q1 		– Sell
-2,609
Closed -$108K – 2603
2023
Q4 		$114K Sell
2,609
-5,387
-67% -$195K ﹤0.01% 1920
2023
Q3 		$279K Buy
7,996
+2,772
+53% +$96.6K ﹤0.01% 1647
2023
Q2 		$140K Buy
5,224
+387
+8% +$10.7K ﹤0.01% 1637
2023
Q1 		$145K Buy
4,837
+3,566
+281% +$163K ﹤0.01% 1325
2022
Q4 		$62.5K Sell
1,271
-8,462
-87% -$423K ﹤0.01% 1442
2022
Q3 		$495K Buy
9,733
+7,458
+328% +$408K ﹤0.01% 1265
2022
Q2 		$116K Buy
+2,275
New +$129K ﹤0.01% 1484
2021
Q4 		– Sell
-56
Closed -$3.58K – 2107
2021
Q3 		$3K Buy
+56
New +$3.08K ﹤0.01% 1995
2021
Q2 		– Sell
-1,759
Closed -$98.5K – 1897
2021
Q1 		$97K Sell
1,759
-8,665
-83% -$446K ﹤0.01% 1547
2020
Q4 		$453K Sell
10,424
-74,967
-88% -$2.77M ﹤0.01% 1275
2020
Q3 		$2.5M Buy
85,391
+32,485
+61% +$1.05M 0.01% 736
2020
Q2 		$1.8M Sell
52,906
-1,475
-3% -$46.7K 0.01% 749
2020
Q1 		$1.46M Buy
+54,381
New +$2.24M 0.02% 608
2019
Q4 		– Sell
-5,197
Closed -$252K – 1475
2019
Q3 		$231K Sell
5,197
-2,269
-30% -$98.1K ﹤0.01% 1213
2019
Q2 		$343K Buy
7,466
+1,638
+28% +$75.8K ﹤0.01% 1180
2019
Q1 		$265K Buy
+5,828
New +$278K ﹤0.01% 1097
2018
Q4 		– Sell
-1,974
Closed -$92K – 1382
2018
Q3 		$99K Buy
+1,974
New +$104K ﹤0.01% 1139
2016
Q4 		– Sell
-43,245
Closed -$1.34M – 1141
2016
Q3 		$1.34M Buy
+43,245
New +$1.23M 0.03% 326
2016
Q1 		– Sell
-48,900
Closed -$1.33M – 789
2015
Q4 		$1.33M Buy
+48,900
New +$1.4M 0.04% 214

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

Capstone Investment Advisors's ZION Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Zions Bancorporation (ZION) in Q2 2026: 10,968 shares worth $759K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in ZION as recently as Q3 2024.

Capstone Investment Advisors first reported a position in ZION in Q4 2015 and has held it in 22 quarters since. The position peaked at $2.5M in Q3 2020. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Capstone Investment Advisors held 10,968 shares of Zions Bancorporation worth $759K as of Q2 2026.
  • Zions Bancorporation was a new Capstone Investment Advisors position in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1061 holding.
  • Capstone Investment Advisors first reported a position in Zions Bancorporation in Q4 2015 and has held it in 22 quarters since.
  • Capstone Investment Advisors's Zions Bancorporation position peaked at $2.5M in Q3 2020.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.