CFO
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CVA Family Office’s Zions Bancorporation ZION Stock Holding History

CVA Family Office’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 		$1.7M Buy
24,602
+147
+0.6% +$9.27K 0.15% 87
2026
Q1 		$1.41M Buy
24,455
+140
+0.6% +$8.25K 0.15% 90
2025
Q4 		$1.42M Buy
24,315
+14
+0.1% +$762 0.16% 83
2025
Q3 		$1.37M Buy
24,301
+13
+0.1% +$723 0.18% 87
2025
Q2 		$1.26M Sell
24,288
-828
-3% -$38.8K 0.18% 88
2025
Q1 		$1.25M Sell
25,116
-296
-1% -$15.9K 0.19% 85
2024
Q4 		$1.38M Buy
25,412
+189
+0.7% +$10.4K 0.22% 74
2024
Q3 		$1.19M Buy
25,223
+217
+0.9% +$10.3K 0.19% 82
2024
Q2 		$1.08M Buy
25,006
+223
+0.9% +$9.41K 0.2% 81
2024
Q1 		$1.08M Buy
24,783
+245
+1% +$10.1K 0.19% 85
2023
Q4 		$1.08M Buy
24,538
+170
+0.7% +$6.14K 0.21% 79
2023
Q3 		$850K Buy
24,368
+367
+2% +$12.8K 0.19% 85
2023
Q2 		$645K Buy
24,001
+10,866
+83% +$301K 0.14% 107
2023
Q1 		$379K Buy
+13,135
New +$601K 0.08% 141
2022
Q4 		– Sell
-150
Closed -$8K – 1019
2022
Q3 		$8K Sell
150
-70
-32% -$3.83K ﹤0.01% 667
2022
Q2 		$11K Buy
220
+25
+13% +$1.42K ﹤0.01% 632
2022
Q1 		$13K Buy
195
+45
+30% +$3.08K ﹤0.01% 642
2021
Q4 		$9K Buy
+150
New +$9.58K ﹤0.01% 674
2021
Q3 		– Sell
-50
Closed -$3K – 911
2021
Q2 		$3K Buy
50
+25
+100% +$1.4K ﹤0.01% 855
2021
Q1 		$1K Buy
+25
New +$1.29K ﹤0.01% 766

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

CVA Family Office's ZION Position: Q2 2026 in Review

CVA Family Office increased its Zions Bancorporation (ZION) stake by 0.6% in Q2 2026, buying an estimated $9.27K and bringing the position to 24,602 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #87.

CVA Family Office first reported a position in ZION in Q1 2021 and has held it in 20 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • CVA Family Office held 24,602 shares of Zions Bancorporation worth $1.7M as of Q2 2026.
  • CVA Family Office bought 147 Zions Bancorporation shares in Q2 2026, an estimated $9.27K.
  • Zions Bancorporation made up 0.15% of CVA Family Office's portfolio in Q2 2026, its #87 holding.
  • CVA Family Office first reported a position in Zions Bancorporation in Q1 2021 and has held it in 20 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.