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Certuity’s Zions Bancorporation ZION Stock Holding History

Certuity’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 		$668K Buy
9,658
+1,732
+22% +$109K 0.03% 257
2026
Q1 		$457K Buy
7,926
+2,596
+49% +$153K 0.03% 316
2025
Q4 		$312K Buy
5,330
+1,205
+29% +$65.6K 0.02% 400
2025
Q3 		$233K Buy
+4,125
New +$230K 0.02% 473

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

Certuity's ZION Position: Q2 2026 in Review

Certuity increased its Zions Bancorporation (ZION) stake by 22% in Q2 2026, buying an estimated $109K and bringing the position to 9,658 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #257.

Certuity first reported a position in ZION in Q3 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Certuity held 9,658 shares of Zions Bancorporation worth $668K as of Q2 2026.
  • Certuity bought 1,732 Zions Bancorporation shares in Q2 2026, an estimated $109K.
  • Zions Bancorporation made up 0.03% of Certuity's portfolio in Q2 2026, its #257 holding.
  • Certuity first reported a position in Zions Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.