CI
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CX Institutional’s Zions Bancorporation ZION Stock Holding History

CX Institutional’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 		$136K Buy
1,972
+16
+0.8% +$1.01K ﹤0.01% 810
2026
Q1 		$113K Buy
1,956
+249
+15% +$14.7K ﹤0.01% 831
2025
Q4 		$100K Sell
1,707
-39
-2% -$2.12K ﹤0.01% 851
2025
Q3 		$99K Buy
1,746
+709
+68% +$39.5K ﹤0.01% 823
2025
Q2 		$54K Sell
1,037
-21
-2% -$985 ﹤0.01% 849
2025
Q1 		$53K Buy
+1,058
New +$57K ﹤0.01% 828
2022
Q3 		– Sell
-1,188
Closed -$60K – 1153
2022
Q2 		$60K Buy
+1,188
New +$67.5K ﹤0.01% 637
2022
Q1 		– Sell
-23,092
Closed -$1.46M – 407
2021
Q4 		$1.46M Sell
23,092
-478
-2% -$30.5K 0.12% 172
2021
Q3 		$1.46M Buy
23,570
+735
+3% +$40.4K 0.12% 179
2021
Q2 		$1.21M Buy
22,835
+590
+3% +$33K 0.1% 193
2021
Q1 		$1.22M Buy
22,245
+22,102
+15,456% +$1.14M 0.11% 185
2020
Q4 		$6K Buy
143
+77
+117% +$2.85K ﹤0.01% 778
2020
Q3 		$2K Sell
66
-107
-62% -$3.45K ﹤0.01% 829
2020
Q2 		$6K Sell
173
-265
-61% -$8.39K ﹤0.01% 655
2020
Q1 		$12K Sell
438
-25,158
-98% -$1.04M ﹤0.01% 437
2019
Q4 		$1.33M Buy
25,596
+279
+1% +$13.5K 0.23% 90
2019
Q3 		$1.13M Buy
25,317
+815
+3% +$35.2K 0.18% 116
2019
Q2 		$1.13M Buy
24,502
+4,338
+22% +$201K 0.18% 121
2019
Q1 		$916K Buy
20,164
+20,009
+12,909% +$955K 0.16% 135
2018
Q4 		$6K Buy
+155
New +$7.22K ﹤0.01% 389

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

CX Institutional's ZION Position: Q2 2026 in Review

CX Institutional increased its Zions Bancorporation (ZION) stake by 0.82% in Q2 2026, buying an estimated $1.01K and bringing the position to 1,972 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

CX Institutional first reported a position in ZION in Q4 2018 and has held it in 20 quarters since. The position peaked at $1.46M in Q4 2021. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • CX Institutional held 1,972 shares of Zions Bancorporation worth $136K as of Q2 2026.
  • CX Institutional bought 16 Zions Bancorporation shares in Q2 2026, an estimated $1.01K.
  • Zions Bancorporation made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #810 holding.
  • CX Institutional first reported a position in Zions Bancorporation in Q4 2018 and has held it in 20 quarters since.
  • CX Institutional's Zions Bancorporation position peaked at $1.46M in Q4 2021.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.