HI
ZION icon

Horizon Investments’s Zions Bancorporation ZION Stock Holding History

Horizon Investments’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 		$190K Sell
3,300
-71,704
-96% -$4.22M ﹤0.01% 982
2025
Q4 		$4.39M Buy
75,004
+17,458
+30% +$951K 0.06% 271
2025
Q3 		$3.26M Sell
57,546
-7,534
-12% -$419K 0.04% 332
2025
Q2 		$3.38M Buy
+65,080
New +$3.05M 0.05% 263
2024
Q1 		– Sell
-3,683
Closed -$160K – 869
2023
Q4 		$160K Buy
3,683
+372
+11% +$13.4K ﹤0.01% 572
2023
Q3 		$114K Buy
3,311
+104
+3% +$3.63K ﹤0.01% 604
2023
Q2 		$86.1K Buy
3,207
+173
+6% +$4.8K ﹤0.01% 607
2023
Q1 		$90.8K Buy
+3,034
New +$139K ﹤0.01% 607
2022
Q2 		– Sell
-8,612
Closed -$565K – 559
2022
Q1 		$565K Buy
8,612
+3,533
+70% +$242K 0.02% 323
2021
Q4 		$321K Buy
5,079
+267
+6% +$17K 0.01% 389
2021
Q3 		$296K Sell
4,812
-1,196
-20% -$65.7K 0.01% 396
2021
Q2 		$315K Buy
+6,008
New +$336K 0.01% 390
2020
Q4 		– Sell
-11,728
Closed -$340K – 407
2020
Q3 		$340K Buy
+11,728
New +$378K 0.01% 332
2020
Q1 		– Sell
-4,972
Closed -$258K – 506
2019
Q4 		$258K Hold
4,972
– – 0.01% 456
2019
Q3 		$220K Sell
4,972
-2,608
-34% -$113K 0.01% 351
2019
Q2 		$349K Buy
7,580
+2,471
+48% +$114K 0.01% 340
2019
Q1 		$231K Sell
5,109
-29,659
-85% -$1.41M 0.01% 336
2018
Q4 		$1.42M Buy
+34,768
New +$1.62M 0.07% 121

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Horizon Investments's ZION Position: Q1 2026 in Review

Horizon Investments reduced its Zions Bancorporation (ZION) stake by 96% in Q1 2026, selling an estimated $4.22M and leaving 3,300 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Horizon Investments first reported a position in ZION in Q4 2018 and has held it in 18 quarters since. The position peaked at $4.39M in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Horizon Investments held 3,300 shares of Zions Bancorporation worth $190K as of Q1 2026.
  • Horizon Investments sold 71,704 Zions Bancorporation shares in Q1 2026, an estimated $4.22M.
  • Zions Bancorporation made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #982 holding.
  • Horizon Investments first reported a position in Zions Bancorporation in Q4 2018 and has held it in 18 quarters since.
  • Horizon Investments's Zions Bancorporation position peaked at $4.39M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.