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Choreo LLC’s Zions Bancorporation ZION Stock Holding History

Choreo LLC’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 		$675K Sell
9,755
-51
-0.5% -$3.21K 0.01% 824
2026
Q1 		$565K Sell
9,806
-3,956
-29% -$233K 0.01% 872
2025
Q4 		$808K Sell
13,762
-570
-4% -$31K 0.01% 693
2025
Q3 		$811K Buy
14,332
+1,559
+12% +$86.7K 0.01% 692
2025
Q2 		$663K Buy
12,773
+6,426
+101% +$301K 0.01% 756
2025
Q1 		$316K Sell
6,347
-5,732
-47% -$309K ﹤0.01% 1062
2024
Q4 		$656K Buy
12,079
+5,513
+84% +$302K 0.01% 762
2024
Q3 		$299K Buy
6,566
+508
+8% +$24.1K ﹤0.01% 1205
2024
Q2 		$262K Buy
+6,058
New +$256K ﹤0.01% 1162

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

Choreo LLC's ZION Position: Q2 2026 in Review

Choreo LLC reduced its Zions Bancorporation (ZION) stake by 0.52% in Q2 2026, selling an estimated $3.21K and leaving 9,755 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #824.

Choreo LLC first reported a position in ZION in Q2 2024 and has held it in 9 quarters since. The position peaked at $811K in Q3 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Choreo LLC held 9,755 shares of Zions Bancorporation worth $675K as of Q2 2026.
  • Choreo LLC sold 51 Zions Bancorporation shares in Q2 2026, an estimated $3.21K.
  • Zions Bancorporation made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #824 holding.
  • Choreo LLC first reported a position in Zions Bancorporation in Q2 2024 and has held it in 9 quarters since.
  • Choreo LLC's Zions Bancorporation position peaked at $811K in Q3 2025.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.