Harbor Investment Advisory’s Zions Bancorporation ZION Stock Holding History

Harbor Investment Advisory’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	$54.7K	Hold	790	–	–	﹤0.01%	734
2026 Q1	$45.5K	Sell	790 -1,404	-64%	-$82.7K	﹤0.01%	640
2025 Q4	$128K	Hold	2,194	–	–	0.01%	475
2025 Q3	$124K	Sell	2,194 -60,734	-97%	-$3.38M	0.01%	466
2025 Q2	$3.27M	Hold	62,928	–	–	0.29%	71
2025 Q1	$3.14M	Hold	62,928	–	–	0.31%	66
2024 Q4	$3.41M	Sell	62,928 -670	-1%	-$36.7K	0.32%	63
2024 Q3	$3M	Hold	63,598	–	–	0.3%	66
2024 Q2	$2.76M	Sell	63,598 -59,448	-48%	-$2.51M	0.29%	67
2024 Q1	$5.34M	Hold	123,046	–	–	0.56%	31
2023 Q4	$5.4M	Buy	123,046 +59,208	+93%	+$2.14M	0.62%	28
2023 Q3	$2.23M	Hold	63,838	–	–	0.29%	66
2023 Q2	$1.71M	Sell	63,838 -8	-0%	-$222	0.24%	84
2023 Q1	$1.91M	Buy	63,846 +60,521	+1,820%	+$2.77M	0.29%	76
2022 Q4	$163K	Sell	3,325 -521	-14%	-$26.1K	0.03%	377
2022 Q3	$196K	Hold	3,846	–	–	0.03%	334
2022 Q2	$196K	Hold	3,846	–	–	0.03%	342
2022 Q1	$252K	Hold	3,846	–	–	0.03%	326
2021 Q4	$243K	Sell	3,846 -1,135	-23%	-$72.5K	0.03%	339
2021 Q3	$308K	Hold	4,981	–	–	0.04%	285
2021 Q2	$263K	Hold	4,981	–	–	0.04%	314
2021 Q1	$274K	Hold	4,981	–	–	0.04%	286
2020 Q4	$216K	Buy	4,981 +4,245	+577%	+$157K	0.03%	301
2020 Q3	$22K	Buy	736 +702	+2,065%	+$22.6K	﹤0.01%	718
2020 Q2	$1K	Buy	+34	New	+$1.08K	﹤0.01%	1125

Other funds holding ZION

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Harbor Investment Advisory's ZION Position: Q2 2026 in Review

Harbor Investment Advisory held its Zions Bancorporation (ZION) position steady in Q2 2026 at 790 shares worth $54.7K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Harbor Investment Advisory first reported a position in ZION in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.4M in Q4 2023. 64 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Harbor Investment Advisory held 790 shares of Zions Bancorporation worth $54.7K as of Q2 2026.
Harbor Investment Advisory left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #734 holding.
Harbor Investment Advisory first reported a position in Zions Bancorporation in Q2 2020 and has held it in 25 quarters since.
Harbor Investment Advisory's Zions Bancorporation position peaked at $5.4M in Q4 2023.
64 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.