Empirical Finance’s Zions Bancorporation ZION Stock Holding History

Empirical Finance’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	$206K	Buy	+2,979	New	+$188K	0.01%	502
2024 Q2	–	Sell	-5,205	Closed	-$226K	–	523
2024 Q1	$226K	Buy	5,205 +41	+0.8%	+$1.69K	0.01%	508
2023 Q4	$227K	Buy	+5,164	New	+$187K	0.02%	501
2023 Q1	–	Sell	-4,240	Closed	-$208K	–	504
2022 Q4	$208K	Buy	4,240 +301	+8%	+$15.1K	0.02%	485
2022 Q3	$200K	Buy	+3,939	New	+$215K	0.02%	479
2022 Q2	–	Sell	-3,179	Closed	-$208K	–	504
2022 Q1	$208K	Buy	+3,179	New	+$217K	0.02%	474
2017 Q1	–	Sell	-81	Closed	-$4K	–	596
2016 Q4	$4K	Buy	+81	New	+$2.98K	﹤0.01%	602

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Empirical Finance's ZION Position: Q2 2026 in Review

Empirical Finance opened a new position in Zions Bancorporation (ZION) in Q2 2026: 2,979 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Empirical Finance previously reported a position in ZION as recently as Q1 2024.

Empirical Finance first reported a position in ZION in Q4 2016 and has held it in 7 quarters since. The position peaked at $227K in Q4 2023. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Empirical Finance held 2,979 shares of Zions Bancorporation worth $206K as of Q2 2026.
Zions Bancorporation was a new Empirical Finance position in Q2 2026.
Zions Bancorporation made up 0.01% of Empirical Finance's portfolio in Q2 2026, its #502 holding.
Empirical Finance first reported a position in Zions Bancorporation in Q4 2016 and has held it in 7 quarters since.
Empirical Finance's Zions Bancorporation position peaked at $227K in Q4 2023.
599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.