Cetera Investment Advisers
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Cetera Investment Advisers’s Zions Bancorporation ZION Stock Holding History

Cetera Investment Advisers’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 		$2.56M Sell
36,936
-765
-2% -$48.2K ﹤0.01% 2184
2026
Q1 		$2.17M Sell
37,701
-4,760
-11% -$280K ﹤0.01% 2221
2025
Q4 		$2.49M Sell
42,461
-1,670
-4% -$90.9K ﹤0.01% 2023
2025
Q3 		$2.5M Buy
44,131
+229
+0.5% +$12.7K ﹤0.01% 1985
2025
Q2 		$2.28M Buy
43,902
+2,842
+7% +$133K ﹤0.01% 1747
2025
Q1 		$2.05M Buy
41,060
+6,519
+19% +$351K ﹤0.01% 1732
2024
Q4 		$1.87M Sell
34,541
-1,615
-4% -$88.5K ﹤0.01% 1711
2024
Q3 		$1.71M Sell
36,156
-3,015
-8% -$143K ﹤0.01% 1739
2024
Q2 		$1.7M Sell
39,171
-3,640
-9% -$154K ﹤0.01% 1697
2024
Q1 		$1.86M Buy
42,811
+15,458
+57% +$638K ﹤0.01% 1605
2023
Q4 		$1.2M Buy
27,353
+12,798
+88% +$462K 0.01% 1001
2023
Q3 		$508K Buy
14,555
+1,527
+12% +$53.2K ﹤0.01% 1408
2023
Q2 		$350K Buy
+13,028
New +$361K ﹤0.01% 1649

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

Cetera Investment Advisers's ZION Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Zions Bancorporation (ZION) stake by 2% in Q2 2026, selling an estimated $48.2K and leaving 36,936 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

Cetera Investment Advisers first reported a position in ZION in Q2 2023 and has held it in 13 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Cetera Investment Advisers held 36,936 shares of Zions Bancorporation worth $2.56M as of Q2 2026.
  • Cetera Investment Advisers sold 765 Zions Bancorporation shares in Q2 2026, an estimated $48.2K.
  • Zions Bancorporation made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2184 holding.
  • Cetera Investment Advisers first reported a position in Zions Bancorporation in Q2 2023 and has held it in 13 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.