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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Certuity's ZION Position: Q1 2026 in Review

Certuity increased its Zions Bancorporation (ZION) stake by 49% in Q1 2026, buying an estimated $153K and bringing the position to 7,926 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #316.

Certuity first reported a position in ZION in Q3 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Certuity held 7,926 shares of Zions Bancorporation worth $457K as of Q1 2026.
  • Certuity bought 2,596 Zions Bancorporation shares in Q1 2026, an estimated $153K.
  • Zions Bancorporation made up 0.03% of Certuity's portfolio in Q1 2026, its #316 holding.
  • Certuity first reported a position in Zions Bancorporation in Q3 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.