Halbert Hargrove Global Advisors’s Zions Bancorporation ZION Stock Holding History

Halbert Hargrove Global 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 Q3	$1.2M	Hold	19,109	–	–	0.05%	47
2026 Q2	$1.32M	Hold	19,109	–	–	0.06%	44
2026 Q1	$1.1M	Hold	19,109	–	–	0.05%	49
2025 Q4	$1.12M	Sell	19,109 -76	-0.4%	-$4.14K	0.05%	47
2025 Q3	$1.09M	Buy	19,185 +76	+0.4%	+$4.23K	0.05%	48
2025 Q2	$993K	Hold	19,109	–	–	0.05%	45
2025 Q1	$953K	Hold	19,109	–	–	0.05%	44
2024 Q4	$1.04M	Hold	19,109	–	–	0.06%	47
2024 Q3	$902K	Hold	19,109	–	–	0.05%	50
2024 Q2	$829K	Hold	19,109	–	–	0.05%	51
2024 Q1	$829K	Sell	19,109 -100	-0.5%	-$4.12K	0.05%	53
2023 Q4	$843K	Hold	19,209	–	–	0.06%	52
2023 Q3	$670K	Hold	19,209	–	–	0.05%	51
2023 Q2	$516K	Sell	19,209 -396	-2%	-$11K	0.04%	51
2023 Q1	$587K	Sell	19,605 -61	-0.3%	-$2.79K	0.04%	74
2022 Q4	$967K	Buy	19,666 +22	+0.1%	+$1.1K	0.07%	49
2022 Q3	$999K	Sell	19,644 -14	-0.1%	-$766	0.08%	48
2022 Q2	$1M	Buy	19,658 +5	+0%	+$284	0.07%	46
2022 Q1	$1.29M	Sell	19,653 -29	-0.1%	-$1.98K	0.09%	41
2021 Q4	$1.24M	Sell	19,682 -2	-0%	-$128	0.08%	43
2021 Q3	$1.22M	Buy	+19,684	New	+$1.08M	0.08%	38

Other funds holding ZION

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Halbert Hargrove Global Advisors's ZION Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its Zions Bancorporation (ZION) position steady in Q3 2026 at 19,109 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #47.

Halbert Hargrove Global Advisors first reported a position in ZION in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.32M in Q2 2026. 509 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Halbert Hargrove Global Advisors held 19,109 shares of Zions Bancorporation worth $1.2M as of Q3 2026.
Halbert Hargrove Global Advisors left its Zions Bancorporation share count unchanged in Q3 2026.
Zions Bancorporation made up 0.05% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #47 holding.
Halbert Hargrove Global Advisors first reported a position in Zions Bancorporation in Q3 2021 and has held it in 21 quarters since.
Halbert Hargrove Global Advisors's Zions Bancorporation position peaked at $1.32M in Q2 2026.
509 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.