EI
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Ethic Inc’s Zions Bancorporation ZION Stock Holding History

Ethic Inc’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 		$2.22M Buy
32,107
+721
+2% +$45.5K 0.03% 479
2026
Q1 		$1.81M Buy
31,386
+143
+0.5% +$8.43K 0.03% 493
2025
Q4 		$1.83M Sell
31,243
-68
-0.2% -$3.7K 0.03% 487
2025
Q3 		$1.77M Buy
31,311
+559
+2% +$31.1K 0.03% 481
2025
Q2 		$1.58M Buy
30,752
+423
+1% +$19.8K 0.03% 491
2025
Q1 		$1.5M Buy
30,329
+457
+2% +$24.6K 0.03% 488
2024
Q4 		$1.62M Sell
29,872
-6,846
-19% -$375K 0.03% 465
2024
Q3 		$1.59M Buy
36,718
+6,263
+21% +$297K 0.04% 448
2024
Q2 		$1.32M Sell
30,455
-6,263
-17% -$264K 0.03% 497
2024
Q1 		$1.59M Sell
36,718
-4,961
-12% -$205K 0.04% 449
2023
Q4 		$1.83M Sell
41,679
-10,052
-19% -$363K 0.05% 374
2023
Q3 		$1.8M Sell
51,731
-22,924
-31% -$799K 0.06% 344
2023
Q2 		$2.01M Buy
74,655
+52,733
+241% +$1.46M 0.07% 304
2023
Q1 		$656K Buy
+21,922
New +$1M 0.03% 575
2022
Q4 		– Sell
-4,309
Closed -$219K – 934
2022
Q3 		$219K Buy
+4,309
New +$236K 0.01% 725

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

Ethic Inc's ZION Position: Q2 2026 in Review

Ethic Inc increased its Zions Bancorporation (ZION) stake by 2.3% in Q2 2026, buying an estimated $45.5K and bringing the position to 32,107 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #479.

Ethic Inc first reported a position in ZION in Q3 2022 and has held it in 15 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Ethic Inc held 32,107 shares of Zions Bancorporation worth $2.22M as of Q2 2026.
  • Ethic Inc bought 721 Zions Bancorporation shares in Q2 2026, an estimated $45.5K.
  • Zions Bancorporation made up 0.03% of Ethic Inc's portfolio in Q2 2026, its #479 holding.
  • Ethic Inc first reported a position in Zions Bancorporation in Q3 2022 and has held it in 15 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.