CCA
ZION icon

Cottonwood Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Cottonwood Capital 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 		$553K Sell
7,989
-3,403
-30% -$215K 0.33% 56
2026
Q1 		$656K Buy
11,392
+1
+0% +$59 0.46% 47
2025
Q4 		$667K Buy
11,391
+1
+0% +$54 0.48% 44
2025
Q3 		$644K Sell
11,390
-12
-0.1% -$668 0.47% 45
2025
Q2 		$592K Buy
11,402
+2
+0% +$94 0.4% 54
2025
Q1 		$568K Buy
11,400
+1
+0% +$54 0.42% 53
2024
Q4 		$618K Sell
11,399
-1,835
-14% -$101K 0.44% 51
2024
Q3 		$625K Sell
13,234
-692
-5% -$32.8K 0.46% 52
2024
Q2 		$611K Buy
13,926
+3
+0% +$127 0.48% 52
2024
Q1 		$563K Sell
13,923
-636
-4% -$26.2K 0.45% 54
2023
Q4 		$639K Buy
14,559
+5
+0% +$181 0.53% 51
2023
Q3 		$508K Sell
14,554
-107
-0.7% -$3.73K 0.47% 52
2023
Q2 		$394K Buy
14,661
+7
+0% +$194 0.36% 61
2023
Q1 		$439K Buy
14,654
+3,303
+29% +$151K 0.4% 58
2022
Q4 		$558K Buy
11,351
+4
+0% +$200 0.5% 48
2022
Q3 		$577K Buy
11,347
+3
+0% +$164 0.55% 46
2022
Q2 		$577K Buy
11,344
+3
+0% +$170 0.52% 48
2022
Q1 		$744K Buy
11,341
+2
+0% +$137 0.59% 44
2021
Q4 		$716K Buy
+11,339
New +$724K 0.55% 45

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

Cottonwood Capital Advisors's ZION Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its Zions Bancorporation (ZION) stake by 30% in Q2 2026, selling an estimated $215K and leaving 7,989 shares worth $553K. The position accounts for 0.33% of the portfolio, ranked #56.

Cottonwood Capital Advisors first reported a position in ZION in Q4 2021 and has held it in 19 quarters since. The position peaked at $744K in Q1 2022. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Cottonwood Capital Advisors held 7,989 shares of Zions Bancorporation worth $553K as of Q2 2026.
  • Cottonwood Capital Advisors sold 3,403 Zions Bancorporation shares in Q2 2026, an estimated $215K.
  • Zions Bancorporation made up 0.33% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #56 holding.
  • Cottonwood Capital Advisors first reported a position in Zions Bancorporation in Q4 2021 and has held it in 19 quarters since.
  • Cottonwood Capital Advisors's Zions Bancorporation position peaked at $744K in Q1 2022.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.