C
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
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 $6.73T 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

Covestor's ZION Position: Q2 2026 in Review

Covestor increased its Zions Bancorporation (ZION) stake by 10% in Q2 2026, buying an estimated $4.1K and bringing the position to 691 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #806.

Covestor first reported a position in ZION in Q4 2021 and has held it in 19 quarters since. The position peaked at $152K in Q3 2023. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Covestor held 691 shares of Zions Bancorporation worth $48K as of Q2 2026.
  • Covestor bought 65 Zions Bancorporation shares in Q2 2026, an estimated $4.1K.
  • Zions Bancorporation made up 0.03% of Covestor's portfolio in Q2 2026, its #806 holding.
  • Covestor first reported a position in Zions Bancorporation in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Zions Bancorporation position peaked at $152K in Q3 2023.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.