GFPC
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Global Financial Private Client’s Zions Bancorporation ZION Stock Holding History

Global Financial Private Client’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 		$2.09M Buy
30,268
+597
+2% +$37.6K 0.57% 47
2026
Q1 		$1.71M Buy
29,671
+1,304
+5% +$76.8K 0.56% 50
2025
Q4 		$1.66M Sell
28,367
-5,523
-16% -$301K 0.58% 48
2025
Q3 		$1.92M Sell
33,890
-716
-2% -$39.8K 0.68% 43
2025
Q2 		$1.8M Buy
34,606
+561
+2% +$26.3K 0.67% 37
2025
Q1 		$1.7M Buy
34,045
+544
+2% +$29.3K 0.65% 38
2024
Q4 		$1.82M Buy
33,501
+429
+1% +$23.5K 0.68% 33
2024
Q3 		$1.56M Sell
33,072
-215
-0.6% -$10.2K 0.61% 38
2024
Q2 		$1.44M Sell
33,287
-685
-2% -$28.9K 0.6% 44
2024
Q1 		$1.46M Sell
33,972
-112
-0.3% -$4.62K 0.63% 39
2023
Q4 		$1.5M Buy
34,084
+11,080
+48% +$400K 0.7% 30
2023
Q3 		$770K Sell
23,004
-19,476
-46% -$679K 0.4% 66
2023
Q2 		$1.2M Buy
42,480
+13,626
+47% +$378K 0.59% 45
2023
Q1 		$840K Buy
28,854
+13,969
+94% +$639K 0.43% 56
2022
Q4 		$732K Sell
14,885
-4,882
-25% -$244K 0.41% 57
2022
Q3 		$1.03M Buy
19,767
+550
+3% +$30.1K 0.59% 40
2022
Q2 		$987K Buy
19,217
+557
+3% +$31.7K 0.56% 44
2022
Q1 		$1.2M Buy
18,660
+1,656
+10% +$113K 0.58% 38
2021
Q4 		$1.07M Buy
17,004
+567
+3% +$36.2K 0.52% 44
2021
Q3 		$1.05M Buy
16,437
+843
+5% +$46.3K 0.54% 45
2021
Q2 		$839K Buy
15,594
+5,063
+48% +$284K 0.47% 55
2021
Q1 		$584K Buy
10,531
+1,301
+14% +$67K 0.42% 60
2020
Q4 		$401K Sell
9,230
-443
-5% -$16.4K 0.32% 67
2020
Q3 		$282K Sell
9,673
-113
-1% -$3.64K 0.24% 78
2020
Q2 		$319K Buy
9,786
+8,786
+879% +$278K 0.28% 77
2020
Q1 		$25.3K Buy
+1,000
New +$41.2K 0.03% 280

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Global Financial Private Client's ZION Position: Q2 2026 in Review

Global Financial Private Client increased its Zions Bancorporation (ZION) stake by 2% in Q2 2026, buying an estimated $37.6K and bringing the position to 30,268 shares worth $2.09M. The position accounts for 0.57% of the portfolio, ranked #47.

Global Financial Private Client first reported a position in ZION in Q1 2020 and has held it in 26 quarters since. 206 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Global Financial Private Client held 30,268 shares of Zions Bancorporation worth $2.09M as of Q2 2026.
  • Global Financial Private Client bought 597 Zions Bancorporation shares in Q2 2026, an estimated $37.6K.
  • Zions Bancorporation made up 0.57% of Global Financial Private Client's portfolio in Q2 2026, its #47 holding.
  • Global Financial Private Client first reported a position in Zions Bancorporation in Q1 2020 and has held it in 26 quarters since.
  • 206 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.