Clear Creek Financial Management’s Zions Bancorporation ZION Stock Holding History

Clear Creek Financial Management’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	$290K	Sell	4,191 -739	-15%	-$46.6K	0.02%	536
2026 Q1	$284K	Sell	4,930 -671	-12%	-$39.5K	0.02%	513
2025 Q4	$328K	Sell	5,601 -42	-0.7%	-$2.29K	0.03%	472
2025 Q3	$319K	Sell	5,643 -70	-1%	-$3.9K	0.03%	471
2025 Q2	$297K	Buy	5,713 +578	+11%	+$27.1K	0.03%	444
2025 Q1	$256K	Sell	5,135 -3,008	-37%	-$162K	0.03%	426
2024 Q4	$442K	Sell	8,143 -4,708	-37%	-$258K	0.05%	316
2024 Q3	$607K	Sell	12,851 -1,649	-11%	-$78.1K	0.07%	234
2024 Q2	$629K	Buy	14,500 +380	+3%	+$16K	0.08%	221
2024 Q1	$613K	Buy	+14,120	New	+$582K	0.08%	216

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Clear Creek Financial Management's ZION Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Zions Bancorporation (ZION) stake by 15% in Q2 2026, selling an estimated $46.6K and leaving 4,191 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #536.

Clear Creek Financial Management first reported a position in ZION in Q1 2024 and has held it in 10 quarters since. The position peaked at $629K in Q2 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Clear Creek Financial Management held 4,191 shares of Zions Bancorporation worth $290K as of Q2 2026.
Clear Creek Financial Management sold 739 Zions Bancorporation shares in Q2 2026, an estimated $46.6K.
Zions Bancorporation made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #536 holding.
Clear Creek Financial Management first reported a position in Zions Bancorporation in Q1 2024 and has held it in 10 quarters since.
Clear Creek Financial Management's Zions Bancorporation position peaked at $629K in Q2 2024.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.