HFM
ZION icon

Harvest Fund Management’s Zions Bancorporation ZION Stock Holding History

Harvest Fund Management’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
Q1 		– Sell
-16,221
Closed -$859K – 663
2025
Q4 		$859K Hold
16,221
– – 0.03% 201
2025
Q3 		$859K Hold
16,221
– – 0.04% 207
2025
Q2 		$856K Buy
16,221
+523
+3% +$24.5K 0.04% 196
2025
Q1 		$829K Buy
15,698
+5,207
+50% +$280K 0.04% 218
2024
Q4 		$569K Buy
10,491
+9,468
+926% +$519K 0.03% 312
2024
Q3 		$48K Sell
1,023
-268
-21% -$12.7K ﹤0.01% 462
2024
Q2 		$56K Hold
1,291
– – ﹤0.01% 476
2024
Q1 		$56K Sell
1,291
-9,150
-88% -$377K 0.01% 502
2023
Q4 		$457K Buy
10,441
+583
+6% +$21.1K 0.07% 120
2023
Q3 		$344K Buy
9,858
+2,707
+38% +$94.4K 0.06% 144
2023
Q2 		$192K Buy
7,151
+758
+12% +$21K 0.04% 213
2023
Q1 		$191K Buy
6,393
+4,627
+262% +$212K 0.04% 220
2022
Q4 		$68K Sell
1,766
-1,119
-39% -$56K 0.02% 422
2022
Q3 		$147K Hold
2,885
– – 0.04% 234
2022
Q2 		$147K Hold
2,885
– – 0.04% 230
2022
Q1 		$189K Buy
2,885
+2,335
+425% +$160K 0.04% 221
2021
Q4 		$34K Hold
550
– – 0.01% 540
2021
Q3 		$34K Hold
550
– – 0.01% 498
2021
Q2 		$29K Hold
550
– – ﹤0.01% 578
2021
Q1 		$30K Buy
+550
New +$28.3K ﹤0.01% 570

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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Harvest Fund Management's ZION Position: Q1 2026 in Review

Harvest Fund Management sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 16,221 shares — an estimated $859K sold.

Harvest Fund Management first reported a position in ZION in Q1 2021 and held it in 20 quarters. The position peaked at $859K in Q4 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Harvest Fund Management reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Harvest Fund Management sold 16,221 Zions Bancorporation shares in Q1 2026, an estimated $859K.
  • Harvest Fund Management first reported a position in Zions Bancorporation in Q1 2021 and held it in 20 quarters.
  • Harvest Fund Management's Zions Bancorporation position peaked at $859K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.