John Overdeck’s Zions Bancorporation ZION Stock Holding History

John Overdeck’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	-4,000	Closed	-$234K	–	4973
2025 Q4	$234K	Buy	+4,000	New	+$218K	﹤0.01%	3699
2021 Q3	–	Sell	-6,500	Closed	-$344K	–	4803
2021 Q2	$344K	Buy	+6,500	New	+$364K	﹤0.01%	3398
2020 Q3	–	Sell	-10,000	Closed	-$340K	–	3635
2020 Q2	$340K	Buy	+10,000	New	+$317K	﹤0.01%	2294
2020 Q1	–	Sell	-16,000	Closed	-$831K	–	3925
2019 Q4	$831K	Sell	16,000 -12,400	-44%	-$602K	﹤0.01%	2353
2019 Q3	$1.26M	Buy	28,400 +15,500	+120%	+$670K	﹤0.01%	1795
2019 Q2	$593K	Buy	+12,900	New	+$597K	﹤0.01%	2365
2019 Q1	–	Sell	-6,000	Closed	-$244K	–	3535
2018 Q4	$244K	Sell	6,000 -27,500	-82%	-$1.28M	﹤0.01%	2594
2018 Q3	$1.68M	Sell	33,500 -35,400	-51%	-$1.87M	﹤0.01%	1599
2018 Q2	$3.63M	Buy	+68,900	New	+$3.8M	0.01%	1207
2017 Q3	–	Sell	-24,500	Closed	-$1.08M	–	3274
2017 Q2	$1.08M	Buy	+24,500	New	+$1.01M	﹤0.01%	1854
2017 Q1	–	Sell	-12,000	Closed	-$516K	–	3389
2016 Q4	$516K	Sell	12,000 -67,600	-85%	-$2.49M	﹤0.01%	2493
2016 Q3	$2.47M	Buy	79,600 +69,600	+696%	+$1.98M	0.01%	1311
2016 Q2	$251K	Sell	10,000 -12,000	-55%	-$318K	﹤0.01%	2652
2016 Q1	$533K	Buy	+22,000	New	+$506K	﹤0.01%	2016

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

John Overdeck's ZION Position: Q2 2026 in Review

John Overdeck increased its Zions Bancorporation (ZION) stake by 28% in Q2 2026, buying an estimated $38.4M and bringing the position to 2,794,444 shares worth $193M. The position accounts for 0.14% of the portfolio, ranked #159.

John Overdeck first reported a position in ZION in Q4 2013 and has held it in 40 quarters since. 596 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

John Overdeck held 2,794,444 shares of Zions Bancorporation worth $193M as of Q2 2026.
John Overdeck bought 609,101 Zions Bancorporation shares in Q2 2026, an estimated $38.4M.
Zions Bancorporation made up 0.14% of John Overdeck's portfolio in Q2 2026, its #159 holding.
John Overdeck first reported a position in Zions Bancorporation in Q4 2013 and has held it in 40 quarters since.
596 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.