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Financial Management Professionals’s Zions Bancorporation ZION Stock Holding History

Financial Management Professionals’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 		$346 Hold
5
– – ﹤0.01% 988
2026
Q1 		$288 Hold
5
– – ﹤0.01% 921
2025
Q4 		$293 Hold
5
– – ﹤0.01% 926
2025
Q3 		$283 Hold
5
– – ﹤0.01% 907
2025
Q2 		$260 Buy
+5
New +$235 ﹤0.01% 966
2017
Q3 		– Sell
-500
Closed -$21K – 273
2017
Q2 		$21K Hold
500
– – 0.01% 117
2017
Q1 		$21K Buy
+500
New +$21.7K 0.01% 119

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

Financial Management Professionals's ZION Position: Q2 2026 in Review

Financial Management Professionals held its Zions Bancorporation (ZION) position steady in Q2 2026 at 5 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Financial Management Professionals first reported a position in ZION in Q1 2017 and has held it in 7 quarters since. The position peaked at $21K in Q2 2017. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Financial Management Professionals held 5 shares of Zions Bancorporation worth $346 as of Q2 2026.
  • Financial Management Professionals left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #988 holding.
  • Financial Management Professionals first reported a position in Zions Bancorporation in Q1 2017 and has held it in 7 quarters since.
  • Financial Management Professionals's Zions Bancorporation position peaked at $21K in Q2 2017.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.