Cerity Partners
ZION icon

Cerity Partners’s Zions Bancorporation ZION Stock Holding History

Cerity Partners’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 		$3.31M Sell
47,787
-565
-1% -$35.6K ﹤0.01% 1305
2026
Q1 		$2.79M Sell
48,352
-6,035
-11% -$356K ﹤0.01% 1299
2025
Q4 		$3.18M Sell
54,387
-7,905
-13% -$430K ﹤0.01% 1145
2025
Q3 		$3.52M Buy
62,292
+21,106
+51% +$1.17M 0.01% 1026
2025
Q2 		$2.14M Sell
41,186
-3,115
-7% -$146K ﹤0.01% 1184
2025
Q1 		$2.21M Buy
44,301
+14,121
+47% +$760K ﹤0.01% 1076
2024
Q4 		$1.52M Sell
30,180
-607
-2% -$33.3K ﹤0.01% 1226
2024
Q3 		$1.45M Buy
30,787
+6,683
+28% +$316K ﹤0.01% 1235
2024
Q2 		$1.05M Sell
24,104
-2,101
-8% -$88.7K ﹤0.01% 1209
2024
Q1 		$1.14M Sell
26,205
-139,663
-84% -$5.76M ﹤0.01% 1217
2023
Q4 		$7.28M Sell
165,868
-32,881
-17% -$1.19M 0.02% 441
2023
Q3 		$6.93M Buy
198,749
+3,412
+2% +$119K 0.03% 360
2023
Q2 		$5.25M Buy
195,337
+187,525
+2,400% +$5.2M 0.02% 485
2023
Q1 		$234K Buy
7,812
+2,929
+60% +$134K ﹤0.01% 1652
2022
Q4 		$240K Sell
4,883
-501
-9% -$25.1K ﹤0.01% 1241
2022
Q3 		$274K Sell
5,384
-693
-11% -$37.9K ﹤0.01% 933
2022
Q2 		$309K Buy
6,077
+2,103
+53% +$120K ﹤0.01% 898
2022
Q1 		$262K Buy
+3,974
New +$272K ﹤0.01% 777
2019
Q2 		– Sell
-19,113
Closed -$868K – 590
2019
Q1 		$868K Buy
19,113
+2,596
+16% +$124K 0.06% 257
2018
Q4 		$673K Sell
16,517
-2,315
-12% -$108K 0.05% 278
2018
Q3 		$944K Buy
18,832
+1,402
+8% +$74K 0.07% 249
2018
Q2 		$918K Buy
17,430
+2,022
+13% +$112K 0.07% 245
2018
Q1 		$812K Buy
+15,408
New +$829K 0.06% 259

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

Cerity Partners's ZION Position: Q2 2026 in Review

Cerity Partners reduced its Zions Bancorporation (ZION) stake by 1.2% in Q2 2026, selling an estimated $35.6K and leaving 47,787 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Cerity Partners first reported a position in ZION in Q1 2018 and has held it in 23 quarters since. The position peaked at $7.28M in Q4 2023. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Cerity Partners held 47,787 shares of Zions Bancorporation worth $3.31M as of Q2 2026.
  • Cerity Partners sold 565 Zions Bancorporation shares in Q2 2026, an estimated $35.6K.
  • Zions Bancorporation made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1305 holding.
  • Cerity Partners first reported a position in Zions Bancorporation in Q1 2018 and has held it in 23 quarters since.
  • Cerity Partners's Zions Bancorporation position peaked at $7.28M in Q4 2023.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.