Diversified Trust’s Zions Bancorporation ZION Stock Holding History

Diversified Trust’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	$1.77M	Buy	25,621 +13,008	+103%	+$820K	0.03%	314
2026 Q1	$727K	Buy	12,613 +6,152	+95%	+$362K	0.01%	562
2025 Q4	$378K	Buy	+6,461	New	+$352K	0.01%	755
2025 Q1	–	Sell	-4,195	Closed	-$228K	–	1034
2024 Q4	$228K	Sell	4,195 -10,595	-72%	-$580K	0.01%	816
2024 Q3	$698K	Buy	+14,790	New	+$700K	0.02%	492
2023 Q1	–	Sell	-6,409	Closed	-$315K	–	923
2022 Q4	$315K	Buy	+6,409	New	+$321K	0.01%	570
2022 Q2	–	Sell	-3,481	Closed	-$228K	–	871
2022 Q1	$228K	Buy	+3,481	New	+$238K	0.01%	716

Other funds holding ZION

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Diversified Trust's ZION Position: Q2 2026 in Review

Diversified Trust increased its Zions Bancorporation (ZION) stake by 103% in Q2 2026, buying an estimated $820K and bringing the position to 25,621 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #314.

Diversified Trust first reported a position in ZION in Q1 2022 and has held it in 7 quarters since. 64 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Diversified Trust held 25,621 shares of Zions Bancorporation worth $1.77M as of Q2 2026.
Diversified Trust bought 13,008 Zions Bancorporation shares in Q2 2026, an estimated $820K.
Zions Bancorporation made up 0.03% of Diversified Trust's portfolio in Q2 2026, its #314 holding.
Diversified Trust first reported a position in Zions Bancorporation in Q1 2022 and has held it in 7 quarters since.
64 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.