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Flagship Harbor Advisors’s Zions Bancorporation ZION Stock Holding History

Flagship Harbor 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
Q1 		– Sell
-66
Closed -$3.86K – 2240
2025
Q4 		$3.86K Buy
+66
New +$3.59K ﹤0.01% 1710
2019
Q3 		– Sell
-103
Closed -$4K – 1981
2019
Q2 		$4K Sell
103
-13
-11% -$601 ﹤0.01% 1575
2019
Q1 		$5K Hold
116
– – ﹤0.01% 1514
2018
Q4 		$4K Sell
116
-438
-79% -$20.4K ﹤0.01% 1531
2018
Q3 		$27K Buy
554
+1
+0.2% +$53 0.01% 1024
2018
Q2 		$29K Buy
+553
New +$30.5K 0.01% 979

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Flagship Harbor Advisors's ZION Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 66 shares — an estimated $3.86K sold.

Flagship Harbor Advisors first reported a position in ZION in Q2 2018 and held it in 6 quarters. The position peaked at $29K in Q2 2018. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 66 Zions Bancorporation shares in Q1 2026, an estimated $3.86K.
  • Flagship Harbor Advisors first reported a position in Zions Bancorporation in Q2 2018 and held it in 6 quarters.
  • Flagship Harbor Advisors's Zions Bancorporation position peaked at $29K in Q2 2018.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.