Everence Capital Management’s Zions Bancorporation ZION Stock Holding History

Everence Capital 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	$280K	Hold	4,054	–	–	0.01%	668
2026 Q1	$234K	Buy	+4,054	New	+$239K	0.01%	688
2024 Q1	–	Sell	-8,440	Closed	-$370K	–	778
2023 Q4	$370K	Buy	+8,440	New	+$305K	0.03%	508
2021 Q4	–	Sell	-9,670	Closed	-$598K	–	796
2021 Q3	$598K	Hold	9,670	–	–	0.05%	334
2021 Q2	$511K	Hold	9,670	–	–	0.04%	389
2021 Q1	$531K	Hold	9,670	–	–	0.05%	357
2020 Q4	$420K	Buy	+9,670	New	+$358K	0.04%	393
2020 Q3	–	Sell	-12,160	Closed	-$400K	–	756
2020 Q2	$400K	Hold	12,160	–	–	0.05%	363
2020 Q1	$325K	Buy	12,160 +7,040	+138%	+$290K	0.05%	359
2019 Q4	$266K	Hold	5,120	–	–	0.04%	516
2019 Q3	$228K	Hold	5,120	–	–	0.04%	519
2019 Q2	$235K	Hold	5,120	–	–	0.04%	501
2019 Q1	$232K	Hold	5,120	–	–	0.04%	493
2018 Q4	$209K	Hold	5,120	–	–	0.05%	371
2018 Q3	$257K	Hold	5,120	–	–	0.05%	355
2018 Q2	$270K	Hold	5,120	–	–	0.06%	332
2018 Q1	$270K	Hold	5,120	–	–	0.06%	323
2017 Q4	$260K	Buy	+5,120	New	+$245K	0.06%	340
2016 Q4	–	Sell	-9,110	Closed	-$283K	–	347
2016 Q3	$283K	Hold	9,110	–	–	0.08%	263
2016 Q2	$229K	Hold	9,110	–	–	0.07%	280
2016 Q1	$221K	Hold	9,110	–	–	0.07%	279
2015 Q4	$249K	Buy	+9,110	New	+$262K	0.08%	259

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

Everence Capital Management's ZION Position: Q2 2026 in Review

Everence Capital Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 4,054 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #668.

Everence Capital Management first reported a position in ZION in Q4 2015 and has held it in 22 quarters since. The position peaked at $598K in Q3 2021. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Everence Capital Management held 4,054 shares of Zions Bancorporation worth $280K as of Q2 2026.
Everence Capital Management left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #668 holding.
Everence Capital Management first reported a position in Zions Bancorporation in Q4 2015 and has held it in 22 quarters since.
Everence Capital Management's Zions Bancorporation position peaked at $598K in Q3 2021.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.