FFO
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Fortitude Family Office’s Zions Bancorporation ZION Stock Holding History

Fortitude Family Office’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 		$24K Buy
347
+27
+8% +$1.7K ﹤0.01% 473
2026
Q1 		$18.4K Buy
320
+57
+22% +$3.36K ﹤0.01% 452
2025
Q4 		$15.4K Sell
263
-2
-0.8% -$109 ﹤0.01% 459
2025
Q3 		$15K Hold
265
– – ﹤0.01% 463
2025
Q2 		$13.8K Buy
265
+147
+125% +$6.9K ﹤0.01% 462
2025
Q1 		$5.88K Hold
118
– – ﹤0.01% 686
2024
Q4 		$6.4K Hold
118
– – ﹤0.01% 770
2024
Q3 		$5.57K Hold
118
– – ﹤0.01% 754
2024
Q2 		$5.12K Hold
118
– – ﹤0.01% 580
2024
Q1 		$5.12K Hold
118
– – ﹤0.01% 598
2023
Q4 		$5.18K Buy
+118
New +$4.26K ﹤0.01% 612

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
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

Fortitude Family Office's ZION Position: Q2 2026 in Review

Fortitude Family Office increased its Zions Bancorporation (ZION) stake by 8.4% in Q2 2026, buying an estimated $1.7K and bringing the position to 347 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Fortitude Family Office first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Fortitude Family Office held 347 shares of Zions Bancorporation worth $24K as of Q2 2026.
  • Fortitude Family Office bought 27 Zions Bancorporation shares in Q2 2026, an estimated $1.7K.
  • Zions Bancorporation made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #473 holding.
  • Fortitude Family Office first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.