Creative Planning
ZION icon

Creative Planning’s Zions Bancorporation ZION Stock Holding History

Creative Planning’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 		$1.33M Sell
23,073
-7,314
-24% -$431K ﹤0.01% 2233
2025
Q4 		$1.78M Buy
30,387
+1,457
+5% +$79.3K ﹤0.01% 1820
2025
Q3 		$1.64M Buy
28,930
+1,330
+5% +$74K ﹤0.01% 1703
2025
Q2 		$1.43M Sell
27,600
-7,730
-22% -$363K ﹤0.01% 1571
2025
Q1 		$1.76M Buy
35,330
+16,451
+87% +$886K ﹤0.01% 1269
2024
Q4 		$1.02M Buy
18,879
+163
+0.9% +$8.93K ﹤0.01% 1628
2024
Q3 		$884K Sell
18,716
-1,346
-7% -$63.7K ﹤0.01% 1615
2024
Q2 		$870K Buy
20,062
+386
+2% +$16.3K ﹤0.01% 1514
2024
Q1 		$854K Buy
19,676
+425
+2% +$17.5K ﹤0.01% 1441
2023
Q4 		$845K Buy
19,251
+1,033
+6% +$37.3K ﹤0.01% 1333
2023
Q3 		$636K Buy
18,218
+23
+0.1% +$802 ﹤0.01% 1406
2023
Q2 		$489K Buy
18,195
+1,624
+10% +$45K ﹤0.01% 1563
2023
Q1 		$496K Buy
16,571
+1,288
+8% +$58.9K ﹤0.01% 1476
2022
Q4 		$751K Buy
15,283
+4,133
+37% +$207K ﹤0.01% 1181
2022
Q3 		$567K Sell
11,150
-110
-1% -$6.02K ﹤0.01% 1257
2022
Q2 		$573K Buy
11,260
+275
+3% +$15.6K ﹤0.01% 1243
2022
Q1 		$720K Buy
10,985
+3,045
+38% +$208K ﹤0.01% 1142
2021
Q4 		$501K Sell
7,940
-208
-3% -$13.3K ﹤0.01% 1302
2021
Q3 		$504K Buy
8,148
+1,427
+21% +$78.4K ﹤0.01% 1284
2021
Q2 		$355K Sell
6,721
-10,538
-61% -$590K ﹤0.01% 1474
2021
Q1 		$949K Sell
17,259
-1,921
-10% -$98.9K ﹤0.01% 1054
2020
Q4 		$833K Sell
19,180
-5,501
-22% -$203K ﹤0.01% 1042
2020
Q3 		$721K Buy
24,681
+574
+2% +$18.5K ﹤0.01% 952
2020
Q2 		$820K Sell
24,107
-6,915
-22% -$219K ﹤0.01% 815
2020
Q1 		$830K Buy
31,022
+171
+0.6% +$7.04K ﹤0.01% 725
2019
Q4 		$1.6M Sell
30,851
-1,702
-5% -$82.6K ﹤0.01% 590
2019
Q3 		$1.45M Buy
32,553
+204
+0.6% +$8.82K ﹤0.01% 601
2019
Q2 		$1.49M Sell
32,349
-12,716
-28% -$588K 0.01% 595
2019
Q1 		$2.05M Sell
45,065
-807
-2% -$38.5K 0.01% 453
2018
Q4 		$1.87M Sell
45,872
-27,403
-37% -$1.28M 0.01% 439
2018
Q3 		$3.67M Buy
73,275
+48,836
+200% +$2.58M 0.01% 333
2018
Q2 		$1.29M Buy
24,439
+357
+1% +$19.7K 0.01% 616
2018
Q1 		$1.27M Sell
24,082
-412
-2% -$22.2K 0.01% 611
2017
Q4 		$1.25M Sell
24,494
-3,794
-13% -$182K 0.01% 618
2017
Q3 		$1.33M Sell
28,288
-440
-2% -$19.6K 0.01% 589
2017
Q2 		$1.26M Buy
28,728
+561
+2% +$23.1K 0.01% 589
2017
Q1 		$1.18M Buy
28,167
+1,565
+6% +$68K 0.01% 606
2016
Q4 		$1.15M Buy
26,602
+547
+2% +$20.2K 0.01% 575
2016
Q3 		$808K Buy
26,055
+25,234
+3,074% +$717K 0.01% 680
2016
Q2 		$21K Hold
821
– – ﹤0.01% 2775
2016
Q1 		$20K Buy
821
+183
+29% +$4.21K ﹤0.01% 2764
2015
Q4 		$17K Sell
638
-195
-23% -$5.6K ﹤0.01% 2959
2015
Q3 		$23K Buy
+833
New +$24.7K ﹤0.01% 2630
2015
Q2 		– Sell
-1,199
Closed -$32K – 3082
2015
Q1 		$32K Sell
1,199
-446
-27% -$11.7K ﹤0.01% 2342
2014
Q4 		$47K Sell
1,645
-559
-25% -$15.8K ﹤0.01% 2051
2014
Q3 		$64K Sell
2,204
-238
-10% -$6.91K ﹤0.01% 1754
2014
Q2 		$72K Sell
2,442
-618
-20% -$18.2K ﹤0.01% 1647
2014
Q1 		$95K Hold
3,060
– – ﹤0.01% 1433
2013
Q4 		$92K Buy
3,060
+140
+5% +$4.03K ﹤0.01% 1243
2013
Q3 		$80K Buy
2,920
+829
+40% +$24.2K ﹤0.01% 1254
2013
Q2 		$60K Buy
+2,091
New +$54.7K ﹤0.01% 1282

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

Creative Planning's ZION Position: Q1 2026 in Review

Creative Planning reduced its Zions Bancorporation (ZION) stake by 24% in Q1 2026, selling an estimated $431K and leaving 23,073 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Creative Planning first reported a position in ZION in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.67M in Q3 2018. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Creative Planning held 23,073 shares of Zions Bancorporation worth $1.33M as of Q1 2026.
  • Creative Planning sold 7,314 Zions Bancorporation shares in Q1 2026, an estimated $431K.
  • Zions Bancorporation made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2233 holding.
  • Creative Planning first reported a position in Zions Bancorporation in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Zions Bancorporation position peaked at $3.67M in Q3 2018.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.