Clearstead Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $596K | Buy |
8,611
+231
| +3% | +$14.6K | 0.01% | 696 |
|
|
2026
Q1 | $483K | Sell |
8,380
-608
| -7% | -$35.8K | ﹤0.01% | 720 |
|
|
2025
Q4 | $526K | Buy |
8,988
+308
| +4% | +$16.8K | 0.01% | 643 |
|
|
2025
Q3 | $491K | Buy |
8,680
+92
| +1% | +$5.12K | 0.01% | 635 |
|
|
2025
Q2 | $446K | Sell |
8,588
-402
| -4% | -$18.9K | 0.01% | 638 |
|
|
2025
Q1 | $448K | Buy |
8,990
+870
| +11% | +$46.8K | 0.01% | 608 |
|
|
2024
Q4 | $441K | Sell |
8,120
-15
| -0.2% | -$822 | 0.01% | 614 |
|
|
2024
Q3 | $384K | Buy |
8,135
+24
| +0.3% | +$1.14K | 0.01% | 638 |
|
|
2024
Q2 | $352K | Hold |
8,111
| – | – | 0.01% | 625 |
|
|
2024
Q1 | $356K | Sell |
8,111
-25
| -0.3% | -$1.03K | 0.02% | 368 |
|
|
2023
Q4 | $357K | Sell |
8,136
-6,994
| -46% | -$253K | 0.02% | 371 |
|
|
2023
Q3 | $528K | Buy |
15,130
+7,565
| +100% | +$264K | 0.02% | 398 |
|
|
2023
Q2 | $203K | Sell |
7,565
-355
| -4% | -$9.85K | 0.01% | 429 |
|
|
2023
Q1 | $237K | Buy |
7,920
+15
| +0.2% | +$686 | 0.02% | 371 |
|
|
2022
Q4 | $389K | Hold |
7,905
| – | – | 0.03% | 286 |
|
|
2022
Q3 | $402K | Buy |
7,905
+1,924
| +32% | +$105K | 0.04% | 263 |
|
|
2022
Q2 | $304K | Hold |
5,981
| – | – | 0.02% | 317 |
|
|
2022
Q1 | $392K | Hold |
5,981
| – | – | 0.03% | 300 |
|
|
2021
Q4 | $378K | Sell |
5,981
-115,662
| -95% | -$7.39M | 0.03% | 292 |
|
|
2021
Q3 | $7.53M | Buy |
121,643
+5,607
| +5% | +$308K | 0.56% | 35 |
|
|
2021
Q2 | $6.13M | Buy |
116,036
+34
| +0% | +$1.9K | 0.47% | 45 |
|
|
2021
Q1 | $6.38M | Hold |
116,002
| – | – | 0.53% | 39 |
|
|
2020
Q4 | $5.04M | Hold |
116,002
| – | – | 0.46% | 47 |
|
|
2020
Q3 | $3.39M | Hold |
116,002
| – | – | 0.36% | 61 |
|
|
2020
Q2 | $3.94M | Hold |
116,002
| – | – | 0.46% | 49 |
|
|
2020
Q1 | $3.1M | Hold |
116,002
| – | – | 0.45% | 48 |
|
|
2019
Q4 | $6.02M | Hold |
116,002
| – | – | 0.73% | 30 |
|
|
2019
Q3 | $5.16M | Hold |
116,002
| – | – | 0.69% | 32 |
|
|
2019
Q2 | $5.33M | Hold |
116,002
| – | – | 0.71% | 33 |
|
|
2019
Q1 | $5.27M | Hold |
116,002
| – | – | 0.73% | 34 |
|
|
2018
Q4 | $4.73M | Hold |
116,002
| – | – | 0.74% | 32 |
|
|
2018
Q3 | $5.82M | Hold |
116,002
| – | – | 0.8% | 23 |
|
|
2018
Q2 | $6.11M | Hold |
116,002
| – | – | 0.87% | 20 |
|
|
2018
Q1 | $6.12M | Hold |
116,002
| – | – | 0.89% | 20 |
|
|
2017
Q4 | $5.9M | Buy |
116,002
+340
| +0.3% | +$16.3K | 0.8% | 24 |
|
|
2017
Q3 | $5.46M | Hold |
115,662
| – | – | 0.71% | 28 |
|
|
2017
Q2 | $5.08M | Hold |
115,662
| – | – | 0.74% | 28 |
|
|
2017
Q1 | $4.86M | Buy |
+115,662
| New | +$5.02M | 0.71% | 28 |
|
Other funds holding ZION
WCM
AT
Clearstead Advisors's ZION Position: Q2 2026 in Review
Clearstead Advisors increased its Zions Bancorporation (ZION) stake by 2.8% in Q2 2026, buying an estimated $14.6K and bringing the position to 8,611 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #696.
Clearstead Advisors first reported a position in ZION in Q1 2017 and has held it in 38 quarters since. The position peaked at $7.53M in Q3 2021. 299 funds tracked by Wall St. Rank hold ZION as of Q2 2026.
- Clearstead Advisors held 8,611 shares of Zions Bancorporation worth $596K as of Q2 2026.
- Clearstead Advisors bought 231 Zions Bancorporation shares in Q2 2026, an estimated $14.6K.
- Zions Bancorporation made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #696 holding.
- Clearstead Advisors first reported a position in Zions Bancorporation in Q1 2017 and has held it in 38 quarters since.
- Clearstead Advisors's Zions Bancorporation position peaked at $7.53M in Q3 2021.
- 299 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.