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CoreCap Advisors’s Zions Bancorporation ZION Stock Holding History

CoreCap Advisors’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 		– Sell
-140
Closed -$8.07K – 3293
2026
Q1 		$8.07K Sell
140
-35
-20% -$2.06K ﹤0.01% 2020
2025
Q4 		$10.2K Buy
+175
New +$9.53K ﹤0.01% 1947
2025
Q3 		– Sell
-11
Closed -$571 – 2952
2025
Q2 		$571 Sell
11
-5
-31% -$235 ﹤0.01% 2489
2025
Q1 		$798 Buy
16
+5
+45% +$269 ﹤0.01% 2578
2024
Q4 		$597 Sell
11
-233
-95% -$12.8K ﹤0.01% 2463
2024
Q3 		$11.5K Buy
+244
New +$11.6K ﹤0.01% 1747
2024
Q2 		– Sell
-244
Closed -$10.6K – 2625
2024
Q1 		$10.6K Buy
+244
New +$10.1K ﹤0.01% 1725
2022
Q4 		$87.8K Buy
+1,787
New +$89.4K 0.01% 780
2022
Q3 		– Sell
-11
Closed -$1K – 2158
2022
Q2 		$1K Buy
+11
New +$625 ﹤0.01% 2087
2022
Q1 		– Sell
-486
Closed -$31K – 2157
2021
Q4 		$31K Buy
+486
New +$31K ﹤0.01% 1170

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

CoreCap Advisors's ZION Position: Q2 2026 in Review

CoreCap Advisors sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 140 shares — an estimated $8.07K sold.

CoreCap Advisors first reported a position in ZION in Q4 2021 and held it in 10 quarters. The position peaked at $87.8K in Q4 2022. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • CoreCap Advisors reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • CoreCap Advisors sold 140 Zions Bancorporation shares in Q2 2026, an estimated $8.07K.
  • CoreCap Advisors first reported a position in Zions Bancorporation in Q4 2021 and held it in 10 quarters.
  • CoreCap Advisors's Zions Bancorporation position peaked at $87.8K in Q4 2022.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.