CX Institutional
ZION icon

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
Q3 		$127K Buy
2,023
+51
+3% +$3.5K ﹤0.01% 832
2026
Q2 		$136K Buy
1,972
+16
+0.8% +$1.01K ﹤0.01% 811
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

CX Institutional's ZION Position: Q3 2026 in Review

CX Institutional increased its Zions Bancorporation (ZION) stake by 2.6% in Q3 2026, buying an estimated $3.5K and bringing the position to 2,023 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

CX Institutional first reported a position in ZION in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.46M in Q4 2021. 125 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • CX Institutional held 2,023 shares of Zions Bancorporation worth $127K as of Q3 2026.
  • CX Institutional bought 51 Zions Bancorporation shares in Q3 2026, an estimated $3.5K.
  • Zions Bancorporation made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #832 holding.
  • CX Institutional first reported a position in Zions Bancorporation in Q4 2018 and has held it in 21 quarters since.
  • CX Institutional's Zions Bancorporation position peaked at $1.46M in Q4 2021.
  • 125 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.