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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Cottonwood Capital Advisors's ZION Position: Q1 2026 in Review

Cottonwood Capital Advisors increased its Zions Bancorporation (ZION) stake by 0.01% in Q1 2026, buying an estimated $59 and bringing the position to 11,392 shares worth $656K. The position accounts for 0.46% of the portfolio, ranked #47.

Cottonwood Capital Advisors first reported a position in ZION in Q4 2021 and has held it in 18 quarters since. The position peaked at $744K in Q1 2022. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Cottonwood Capital Advisors held 11,392 shares of Zions Bancorporation worth $656K as of Q1 2026.
  • Cottonwood Capital Advisors bought 1 Zions Bancorporation share in Q1 2026, an estimated $59.
  • Zions Bancorporation made up 0.46% of Cottonwood Capital Advisors's portfolio in Q1 2026, its #47 holding.
  • Cottonwood Capital Advisors first reported a position in Zions Bancorporation in Q4 2021 and has held it in 18 quarters since.
  • Cottonwood Capital Advisors's Zions Bancorporation position peaked at $744K in Q1 2022.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.