HIA
ZION icon

HFM Investment Advisors’s Zions Bancorporation ZION Stock Holding History

HFM Investment 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 		$1.52K Buy
22
+11
+100% +$694 ﹤0.01% 575
2026
Q1 		$634 Hold
11
– – ﹤0.01% 576
2025
Q4 		$644 Sell
11
-1
-8% -$54 ﹤0.01% 613
2025
Q3 		$679 Hold
12
– – ﹤0.01% 531
2025
Q2 		$623 Buy
12
+8
+200% +$375 ﹤0.01% 569
2025
Q1 		$200 Buy
+4
New +$215 ﹤0.01% 629

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

HFM Investment Advisors's ZION Position: Q2 2026 in Review

HFM Investment Advisors increased its Zions Bancorporation (ZION) stake by 100% in Q2 2026, buying an estimated $694 and bringing the position to 22 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

HFM Investment Advisors first reported a position in ZION in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • HFM Investment Advisors held 22 shares of Zions Bancorporation worth $1.52K as of Q2 2026.
  • HFM Investment Advisors bought 11 Zions Bancorporation shares in Q2 2026, an estimated $694.
  • Zions Bancorporation made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #575 holding.
  • HFM Investment Advisors first reported a position in Zions Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.