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Financial Consulate’s Zions Bancorporation ZION Stock Holding History

Financial Consulate’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
Q1 		$3.11K Hold
54
– – ﹤0.01% 888
2025
Q4 		$3.16K Buy
54
+25
+86% +$1.36K ﹤0.01% 817
2025
Q3 		$1.64K Buy
+29
New +$1.61K ﹤0.01% 803

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Financial Consulate's ZION Position: Q1 2026 in Review

Financial Consulate held its Zions Bancorporation (ZION) position steady in Q1 2026 at 54 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Financial Consulate first reported a position in ZION in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.16K in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Financial Consulate held 54 shares of Zions Bancorporation worth $3.11K as of Q1 2026.
  • Financial Consulate left its Zions Bancorporation share count unchanged in Q1 2026.
  • Zions Bancorporation made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #888 holding.
  • Financial Consulate first reported a position in Zions Bancorporation in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Zions Bancorporation position peaked at $3.16K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.