HHGA
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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
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

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

Halbert Hargrove Global Advisors's ZION Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Zions Bancorporation (ZION) position steady in Q2 2026 at 19,109 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #44.

Halbert Hargrove Global Advisors first reported a position in ZION in Q3 2021 and has held it in 20 quarters since. 195 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Halbert Hargrove Global Advisors held 19,109 shares of Zions Bancorporation worth $1.32M as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.06% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #44 holding.
  • Halbert Hargrove Global Advisors first reported a position in Zions Bancorporation in Q3 2021 and has held it in 20 quarters since.
  • 195 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.