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Clearstead Trust’s Zions Bancorporation ZION Stock Holding History

Clearstead Trust’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 		$22.2K Hold
321
– – ﹤0.01% 443
2026
Q1 		$18.5K Buy
321
+67
+26% +$3.95K ﹤0.01% 451
2025
Q4 		$14.9K Buy
254
+20
+9% +$1.09K ﹤0.01% 501
2025
Q3 		$13.2K Hold
234
– – ﹤0.01% 532
2025
Q2 		$12.2K Buy
234
+80
+52% +$3.75K ﹤0.01% 542
2025
Q1 		$7.68K Buy
+154
New +$8.29K ﹤0.01% 509

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

Clearstead Trust's ZION Position: Q2 2026 in Review

Clearstead Trust held its Zions Bancorporation (ZION) position steady in Q2 2026 at 321 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Clearstead Trust first reported a position in ZION in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Clearstead Trust held 321 shares of Zions Bancorporation worth $22.2K as of Q2 2026.
  • Clearstead Trust left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #443 holding.
  • Clearstead Trust first reported a position in Zions Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.