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FORA Capital’s Zions Bancorporation ZION Stock Holding History

FORA Capital’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
-27,209
Closed -$1.59M – 620
2025
Q4 		$1.59M Buy
27,209
+17,693
+186% +$964K 0.19% 131
2025
Q3 		$538K Sell
9,516
-1,880
-16% -$105K 0.1% 267
2025
Q2 		$592K Buy
+11,396
New +$535K 0.07% 299
2022
Q2 		– Sell
-9,408
Closed -$634K – 718
2022
Q1 		$634K Buy
+9,408
New +$644K 0.11% 241
2021
Q4 		– Sell
-5,727
Closed -$354K – 490
2021
Q3 		$354K Buy
+5,727
New +$315K 0.09% 248
2020
Q2 		– Sell
-53,859
Closed -$1.44M – 1370
2020
Q1 		$1.44M Buy
53,859
+45,309
+530% +$1.87M 0.31% 74
2019
Q4 		$444K Buy
+8,550
New +$415K 0.04% 421

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
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

FORA Capital's ZION Position: Q1 2026 in Review

FORA Capital sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 27,209 shares — an estimated $1.59M sold.

FORA Capital first reported a position in ZION in Q4 2019 and held it in 7 quarters. The position peaked at $1.59M in Q4 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • FORA Capital reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 27,209 Zions Bancorporation shares in Q1 2026, an estimated $1.59M.
  • FORA Capital first reported a position in Zions Bancorporation in Q4 2019 and held it in 7 quarters.
  • FORA Capital's Zions Bancorporation position peaked at $1.59M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.