EWM
ZION icon

Empirical Wealth Management’s Zions Bancorporation ZION Stock Holding History

Empirical Wealth Management’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 		$990K Buy
14,303
+3,433
+32% +$216K 0.01% 411
2026
Q1 		$626K Buy
10,870
+5,208
+92% +$307K 0.01% 499
2025
Q4 		$331K Buy
+5,662
New +$308K 0.01% 661

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Empirical Wealth Management's ZION Position: Q2 2026 in Review

Empirical Wealth Management increased its Zions Bancorporation (ZION) stake by 32% in Q2 2026, buying an estimated $216K and bringing the position to 14,303 shares worth $990K. The position accounts for 0.01% of the portfolio, ranked #411.

Empirical Wealth Management first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. 362 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Empirical Wealth Management held 14,303 shares of Zions Bancorporation worth $990K as of Q2 2026.
  • Empirical Wealth Management bought 3,433 Zions Bancorporation shares in Q2 2026, an estimated $216K.
  • Zions Bancorporation made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #411 holding.
  • Empirical Wealth Management first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 362 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.