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Cedar Mountain Advisors’s Zions Bancorporation ZION Stock Holding History

Cedar Mountain 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 		$15.3K Hold
221
– – ﹤0.01% 404
2026
Q1 		$12.7K Buy
+221
New +$13K ﹤0.01% 397

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

Cedar Mountain Advisors's ZION Position: Q2 2026 in Review

Cedar Mountain Advisors held its Zions Bancorporation (ZION) position steady in Q2 2026 at 221 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Cedar Mountain Advisors first reported a position in ZION in Q1 2026 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Cedar Mountain Advisors held 221 shares of Zions Bancorporation worth $15.3K as of Q2 2026.
  • Cedar Mountain Advisors left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #404 holding.
  • Cedar Mountain Advisors first reported a position in Zions Bancorporation in Q1 2026 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.