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Carson Advisory’s Zions Bancorporation ZION Stock Holding History

Carson Advisory’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 		$456K Sell
6,590
-448
-6% -$28.2K 0.21% 103
2026
Q1 		$406K Sell
7,038
-27
-0.4% -$1.59K 0.21% 99
2025
Q4 		$414K Sell
7,065
-198
-3% -$10.8K 0.22% 95
2025
Q3 		$411K Sell
7,263
-47
-0.6% -$2.62K 0.22% 91
2025
Q2 		$380K Buy
7,310
+3
+0% +$141 0.24% 95
2025
Q1 		$364K Buy
7,307
+2
+0% +$108 0.25% 98
2024
Q4 		$396K Sell
7,305
-398
-5% -$21.8K 0.28% 84
2024
Q3 		$364K Buy
7,703
+3
+0% +$142 0.23% 108
2024
Q2 		$334K Sell
7,700
-50
-0.6% -$2.11K 0.23% 105
2024
Q1 		$336K Hold
7,750
– – 0.24% 105
2023
Q4 		$340K Sell
7,750
-74
-0.9% -$2.67K 0.26% 103
2023
Q3 		$273K Hold
7,824
– – 0.24% 110
2023
Q2 		$210K Buy
7,824
+200
+3% +$5.55K 0.18% 141
2023
Q1 		$228K Buy
7,624
+200
+3% +$9.15K 0.2% 124
2022
Q4 		$365K Hold
7,424
– – 0.35% 76
2022
Q3 		$378K Hold
7,424
– – 0.42% 65
2022
Q2 		$378K Hold
7,424
– – 0.42% 69
2022
Q1 		$487K Sell
7,424
-50
-0.7% -$3.42K 0.48% 60
2021
Q4 		$472K Buy
+7,474
New +$477K 0.48% 55

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

Carson Advisory's ZION Position: Q2 2026 in Review

Carson Advisory reduced its Zions Bancorporation (ZION) stake by 6.4% in Q2 2026, selling an estimated $28.2K and leaving 6,590 shares worth $456K. The position accounts for 0.21% of the portfolio, ranked #103.

Carson Advisory first reported a position in ZION in Q4 2021 and has held it in 19 quarters since. The position peaked at $487K in Q1 2022. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Carson Advisory held 6,590 shares of Zions Bancorporation worth $456K as of Q2 2026.
  • Carson Advisory sold 448 Zions Bancorporation shares in Q2 2026, an estimated $28.2K.
  • Zions Bancorporation made up 0.21% of Carson Advisory's portfolio in Q2 2026, its #103 holding.
  • Carson Advisory first reported a position in Zions Bancorporation in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Zions Bancorporation position peaked at $487K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.