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Coldstream Capital Management’s Zions Bancorporation ZION Stock Holding History

Coldstream Capital 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 		$588K Sell
8,502
-515
-6% -$32.5K 0.01% 676
2026
Q1 		$520K Buy
9,017
+942
+12% +$55.5K 0.01% 708
2025
Q4 		$473K Sell
8,075
-943
-10% -$51.4K 0.01% 746
2025
Q3 		$510K Buy
9,018
+1,362
+18% +$75.8K 0.01% 741
2025
Q2 		$398K Sell
7,656
-463
-6% -$21.7K 0.01% 753
2025
Q1 		$405K Sell
8,119
-473
-6% -$25.5K 0.01% 703
2024
Q4 		$466K Sell
8,592
-210
-2% -$11.5K 0.01% 632
2024
Q3 		$426K Buy
8,802
+768
+10% +$36.4K 0.01% 673
2024
Q2 		$348K Sell
8,034
-822
-9% -$34.7K 0.01% 706
2024
Q1 		$384K Buy
8,856
+472
+6% +$19.5K 0.01% 662
2023
Q4 		$368K Sell
8,384
-452
-5% -$16.3K 0.01% 629
2023
Q3 		$308K Buy
8,836
+121
+1% +$4.22K 0.01% 591
2023
Q2 		$234K Sell
8,715
-31,025
-78% -$861K 0.01% 718
2023
Q1 		$1.19M Buy
39,740
+8,599
+28% +$394K 0.04% 248
2022
Q4 		$1.53M Buy
+31,141
New +$1.56M 0.06% 216
2022
Q2 		$1.36M Buy
26,760
+1,854
+7% +$105K 0.05% 197
2022
Q1 		$1.63M Sell
24,906
-19,217
-44% -$1.31M 0.06% 176
2021
Q4 		$2.79M Buy
+44,123
New +$2.82M 0.09% 149
2021
Q3 		– Sell
-55,567
Closed -$2.94M – 555
2021
Q2 		$2.94M Buy
55,567
+30,156
+119% +$1.69M 0.12% 133
2021
Q1 		$1.4M Buy
+25,411
New +$1.31M 0.08% 129
2018
Q4 		– Sell
-15,715
Closed -$788K – 397
2018
Q3 		$788K Buy
15,715
+3,033
+24% +$160K 0.07% 171
2018
Q2 		$668K Buy
+12,682
New +$700K 0.07% 171

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

Coldstream Capital Management's ZION Position: Q2 2026 in Review

Coldstream Capital Management reduced its Zions Bancorporation (ZION) stake by 5.7% in Q2 2026, selling an estimated $32.5K and leaving 8,502 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #676.

Coldstream Capital Management first reported a position in ZION in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.94M in Q2 2021. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Coldstream Capital Management held 8,502 shares of Zions Bancorporation worth $588K as of Q2 2026.
  • Coldstream Capital Management sold 515 Zions Bancorporation shares in Q2 2026, an estimated $32.5K.
  • Zions Bancorporation made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #676 holding.
  • Coldstream Capital Management first reported a position in Zions Bancorporation in Q2 2018 and has held it in 22 quarters since.
  • Coldstream Capital Management's Zions Bancorporation position peaked at $2.94M in Q2 2021.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.