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EP Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

EP Wealth Advisors’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 		$1.01M Buy
14,596
+1,634
+13% +$103K ﹤0.01% 745
2026
Q1 		$747K Sell
12,962
-893
-6% -$52.6K ﹤0.01% 739
2025
Q4 		$811K Buy
+13,855
New +$755K ﹤0.01% 678
2025
Q2 		$573K Sell
11,040
-1,671
-13% -$78.4K ﹤0.01% 733
2025
Q1 		$634K Sell
12,711
-27
-0.2% -$1.45K 0.01% 619
2024
Q4 		$691K Sell
12,738
-3,957
-24% -$217K 0.01% 594
2024
Q3 		$788K Buy
16,695
+8,106
+94% +$384K 0.01% 559
2024
Q2 		$373K Sell
8,589
-896
-9% -$37.8K ﹤0.01% 599
2024
Q1 		$412K Buy
9,485
+654
+7% +$27K ﹤0.01% 562
2023
Q4 		$387K Sell
8,831
-2,879
-25% -$104K ﹤0.01% 554
2023
Q3 		$409K Buy
11,710
+6,160
+111% +$215K 0.01% 496
2023
Q2 		$316K Sell
5,550
-5,533,803
-100% -$153M ﹤0.01% 553
2023
Q1 		$59.7M Buy
5,539,353
+5,526,734
+43,797% +$253M 1.03% 19
2022
Q4 		$620K Sell
12,619
-528
-4% -$26.4K 0.01% 343
2022
Q3 		$669K Buy
13,147
+169
+1% +$9.24K 0.02% 265
2022
Q2 		$661K Sell
12,978
-805
-6% -$45.8K 0.01% 322
2022
Q1 		$904K Sell
13,783
-3,095
-18% -$212K 0.02% 291
2021
Q4 		$1.07M Sell
16,878
-79
-0.5% -$5.04K 0.03% 250
2021
Q3 		$1.05M Sell
16,957
-219
-1% -$12K 0.03% 236
2021
Q2 		$908K Buy
17,176
+23
+0.1% +$1.29K 0.03% 254
2021
Q1 		$943K Buy
17,153
+11,927
+228% +$614K 0.03% 231
2020
Q4 		$227K Buy
+5,226
New +$193K 0.01% 389
2020
Q1 		– Sell
-4,121
Closed -$214K – 438
2019
Q4 		$214K Buy
+4,121
New +$200K 0.01% 384

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

EP Wealth Advisors's ZION Position: Q2 2026 in Review

EP Wealth Advisors increased its Zions Bancorporation (ZION) stake by 13% in Q2 2026, buying an estimated $103K and bringing the position to 14,596 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #745.

EP Wealth Advisors first reported a position in ZION in Q4 2019 and has held it in 23 quarters since. The position peaked at $59.7M in Q1 2023. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • EP Wealth Advisors held 14,596 shares of Zions Bancorporation worth $1.01M as of Q2 2026.
  • EP Wealth Advisors bought 1,634 Zions Bancorporation shares in Q2 2026, an estimated $103K.
  • Zions Bancorporation made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #745 holding.
  • EP Wealth Advisors first reported a position in Zions Bancorporation in Q4 2019 and has held it in 23 quarters since.
  • EP Wealth Advisors's Zions Bancorporation position peaked at $59.7M in Q1 2023.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.