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Cornerstone Financial Management’s Zions Bancorporation ZION Stock Holding History

Cornerstone 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 		$1.73K Buy
25
+8
+47% +$504 ﹤0.01% 894
2026
Q1 		$980 Hold
17
– – ﹤0.01% 988
2025
Q4 		$995 Buy
+17
New +$926 ﹤0.01% 935

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's ZION Position: Q2 2026 in Review

Cornerstone Financial Management increased its Zions Bancorporation (ZION) stake by 47% in Q2 2026, buying an estimated $504 and bringing the position to 25 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Cornerstone Financial Management first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Cornerstone Financial Management held 25 shares of Zions Bancorporation worth $1.73K as of Q2 2026.
  • Cornerstone Financial Management bought 8 Zions Bancorporation shares in Q2 2026, an estimated $504.
  • Zions Bancorporation made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #894 holding.
  • Cornerstone Financial Management first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.