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
Q2 		$6.94M Buy
101,040
+97,740
+2,962% +$6.16M 0.08% 222
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 $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

Horizon Investments's ZION Position: Q2 2026 in Review

Horizon Investments increased its Zions Bancorporation (ZION) stake by 2,962% in Q2 2026, buying an estimated $6.16M and bringing the position to 101,040 shares worth $6.94M. The position accounts for 0.08% of the portfolio, ranked #222.

Horizon Investments first reported a position in ZION in Q4 2018 and has held it in 19 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Horizon Investments held 101,040 shares of Zions Bancorporation worth $6.94M as of Q2 2026.
  • Horizon Investments bought 97,740 Zions Bancorporation shares in Q2 2026, an estimated $6.16M.
  • Zions Bancorporation made up 0.08% of Horizon Investments's portfolio in Q2 2026, its #222 holding.
  • Horizon Investments first reported a position in Zions Bancorporation in Q4 2018 and has held it in 19 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.