Covestor
ZION icon

Covestor’s Zions Bancorporation ZION Stock Holding History

Covestor’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
Q3 		$27K Sell
434
-257
-37% -$17.7K 0.02% 1005
2026
Q2 		$48K Buy
691
+65
+10% +$4.1K 0.03% 806
2026
Q1 		$36K Sell
626
-488
-44% -$28.8K 0.02% 882
2025
Q4 		$65K Buy
1,114
+308
+38% +$16.8K 0.03% 804
2025
Q3 		$46K Sell
806
-767
-49% -$42.7K 0.03% 953
2025
Q2 		$82K Buy
1,573
+1,261
+404% +$59.2K 0.05% 669
2025
Q1 		$16K Sell
312
-541
-63% -$29.1K 0.01% 1273
2024
Q4 		$46K Buy
853
+479
+128% +$26.2K 0.03% 895
2024
Q3 		$18K Sell
374
-1,021
-73% -$48.3K 0.01% 1260
2024
Q2 		$61K Buy
1,395
+1,098
+370% +$46.3K 0.04% 769
2024
Q1 		$13K Sell
297
-269
-48% -$11.1K 0.01% 1412
2023
Q4 		$25K Sell
566
-3,801
-87% -$137K 0.02% 1116
2023
Q3 		$152K Buy
4,367
+809
+23% +$28.2K 0.11% 212
2023
Q2 		$96K Buy
3,558
+3,217
+943% +$89.2K 0.07% 471
2023
Q1 		$10K Sell
341
-40
-10% -$1.83K 0.01% 1337
2022
Q4 		$19K Sell
381
-262
-41% -$13.1K 0.02% 1056
2022
Q3 		$33K Buy
643
+169
+36% +$9.24K 0.03% 860
2022
Q2 		$24K Sell
474
-24
-5% -$1.36K 0.02% 946
2022
Q1 		$33K Buy
498
+171
+52% +$11.7K 0.02% 934
2021
Q4 		$21K Buy
+327
New +$20.9K 0.03% 854

Other funds holding ZION

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Covestor's ZION Position: Q3 2026 in Review

Covestor reduced its Zions Bancorporation (ZION) stake by 37% in Q3 2026, selling an estimated $17.7K and leaving 434 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #1005.

Covestor first reported a position in ZION in Q4 2021 and has held it in 20 quarters since. The position peaked at $152K in Q3 2023. 509 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Covestor held 434 shares of Zions Bancorporation worth $27K as of Q3 2026.
  • Covestor sold 257 Zions Bancorporation shares in Q3 2026, an estimated $17.7K.
  • Zions Bancorporation made up 0.02% of Covestor's portfolio in Q3 2026, its #1005 holding.
  • Covestor first reported a position in Zions Bancorporation in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Zions Bancorporation position peaked at $152K in Q3 2023.
  • 509 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.