Cornerstone Planning Group’s Zions Bancorporation ZION Stock Holding History

Cornerstone Planning Group’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	$1.48K	Sell	21 -1	-5%	-$63	﹤0.01%	1398
2026 Q1	$1.33K	Buy	22 +13	+144%	+$766	﹤0.01%	1383
2025 Q4	$525	Sell	9 -12	-57%	-$653	﹤0.01%	1500
2025 Q3	$1.77K	Buy	21 +12	+133%	+$668	﹤0.01%	1190
2025 Q2	$472	Hold	9	–	–	﹤0.01%	1315
2025 Q1	$399	Buy	+9	New	+$485	﹤0.01%	1357
2024 Q2	–	Sell	-4	Closed	-$175	–	1351
2024 Q1	$175	Buy	+4	New	+$165	﹤0.01%	1022

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Cornerstone Planning Group's ZION Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Zions Bancorporation (ZION) stake by 4.5% in Q2 2026, selling an estimated $63 and leaving 21 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Cornerstone Planning Group first reported a position in ZION in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.77K in Q3 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Cornerstone Planning Group held 21 shares of Zions Bancorporation worth $1.48K as of Q2 2026.
Cornerstone Planning Group sold 1 Zions Bancorporation share in Q2 2026, an estimated $63.
Zions Bancorporation made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1398 holding.
Cornerstone Planning Group first reported a position in Zions Bancorporation in Q1 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's Zions Bancorporation position peaked at $1.77K in Q3 2025.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.