Inspire Investing
ZION icon

Inspire Investing’s Zions Bancorporation ZION Stock Holding History

Inspire Investing’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
Q3 		$506K Buy
8,081
+271
+3% +$18.6K 0.02% 966
2026
Q2 		$540K Buy
+7,810
New +$492K 0.02% 934
2026
Q1 		– Sell
-2,708
Closed -$159K – 1173
2025
Q4 		$159K Buy
+2,708
New +$147K 0.01% 839
2025
Q3 		– Sell
-7,473
Closed -$388K – 946
2025
Q2 		$388K Buy
7,473
+567
+8% +$26.6K 0.04% 633
2025
Q1 		$344K Sell
6,906
-489
-7% -$26.3K 0.04% 483
2024
Q4 		$401K Sell
7,395
-1,332
-15% -$73K 0.04% 520
2024
Q3 		$412K Buy
8,727
+610
+8% +$28.9K 0.04% 585
2024
Q2 		$352K Sell
8,117
-160
-2% -$6.75K 0.04% 549
2024
Q1 		$359K Sell
8,277
-453
-5% -$18.7K 0.04% 528
2023
Q4 		$383K Sell
8,730
-56
-0.6% -$2.02K 0.04% 650
2023
Q3 		$307K Sell
8,786
-2,832
-24% -$98.7K 0.04% 592
2023
Q2 		$312K Buy
11,618
+2,453
+27% +$68K 0.04% 750
2023
Q1 		$274K Buy
9,165
+4,369
+91% +$200K 0.03% 481
2022
Q4 		$236K Buy
4,796
+730
+18% +$36.5K 0.03% 507
2022
Q3 		$207K Buy
+4,066
New +$222K 0.03% 568
2018
Q1 		– Sell
-13
Closed -$1K – 722
2017
Q4 		$1K Buy
+13
New +$623 ﹤0.01% 898

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Inspire Investing's ZION Position: Q3 2026 in Review

Inspire Investing increased its Zions Bancorporation (ZION) stake by 3.5% in Q3 2026, buying an estimated $18.6K and bringing the position to 8,081 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #966.

Inspire Investing first reported a position in ZION in Q4 2017 and has held it in 16 quarters since. The position peaked at $540K in Q2 2026. 367 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Inspire Investing held 8,081 shares of Zions Bancorporation worth $506K as of Q3 2026.
  • Inspire Investing bought 271 Zions Bancorporation shares in Q3 2026, an estimated $18.6K.
  • Zions Bancorporation made up 0.02% of Inspire Investing's portfolio in Q3 2026, its #966 holding.
  • Inspire Investing first reported a position in Zions Bancorporation in Q4 2017 and has held it in 16 quarters since.
  • Inspire Investing's Zions Bancorporation position peaked at $540K in Q2 2026.
  • 367 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.