Johnson Investment Counsel’s Zions Bancorporation ZION Stock Holding History

Johnson Investment Counsel’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	$355K	Buy	5,137 +22	+0.4%	+$1.39K	﹤0.01%	697
2026 Q1	$295K	Buy	5,115 +54	+1%	+$3.18K	﹤0.01%	710
2025 Q4	$296K	Hold	5,061	–	–	﹤0.01%	670
2025 Q3	$286K	Hold	5,061	–	–	﹤0.01%	698
2025 Q2	$263K	Buy	5,061 +41	+0.8%	+$1.92K	﹤0.01%	702
2025 Q1	$250K	Hold	5,020	–	–	﹤0.01%	692
2024 Q4	$272K	Hold	5,020	–	–	﹤0.01%	673
2024 Q3	$237K	Hold	5,020	–	–	﹤0.01%	719
2024 Q2	$218K	Hold	5,020	–	–	﹤0.01%	691
2024 Q1	$218K	Hold	5,020	–	–	﹤0.01%	694
2023 Q4	$220K	Buy	+5,020	New	+$181K	﹤0.01%	654
2023 Q1	–	Sell	-5,830	Closed	-$287K	–	689
2022 Q4	$287K	Sell	5,830 -9	-0.2%	-$450	﹤0.01%	557
2022 Q3	$297K	Hold	5,839	–	–	﹤0.01%	541
2022 Q2	$297K	Hold	5,839	–	–	﹤0.01%	549
2022 Q1	$383K	Buy	5,839 +9	+0.2%	+$616	﹤0.01%	524
2021 Q4	$368K	Hold	5,830	–	–	﹤0.01%	523
2021 Q3	$361K	Buy	+5,830	New	+$320K	﹤0.01%	509
2021 Q1	–	Sell	-5,680	Closed	-$247K	–	626
2020 Q4	$247K	Buy	+5,680	New	+$210K	﹤0.01%	526
2020 Q3	–	Sell	-5,930	Closed	-$202K	–	598
2020 Q2	$202K	Buy	+5,930	New	+$188K	﹤0.01%	550
2020 Q1	–	Sell	-6,680	Closed	-$347K	–	616
2019 Q4	$347K	Sell	6,680 -115	-2%	-$5.58K	0.01%	480
2019 Q3	$303K	Buy	+6,795	New	+$294K	0.01%	497
2013 Q4	–	Sell	-12,600	Closed	-$345K	–	522
2013 Q3	$345K	Sell	12,600 -450	-3%	-$13.1K	0.01%	341
2013 Q2	$377K	Buy	+13,050	New	+$341K	0.02%	307

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Johnson Investment Counsel's ZION Position: Q2 2026 in Review

Johnson Investment Counsel increased its Zions Bancorporation (ZION) stake by 0.43% in Q2 2026, buying an estimated $1.39K and bringing the position to 5,137 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Johnson Investment Counsel first reported a position in ZION in Q2 2013 and has held it in 23 quarters since. The position peaked at $383K in Q1 2022. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Johnson Investment Counsel held 5,137 shares of Zions Bancorporation worth $355K as of Q2 2026.
Johnson Investment Counsel bought 22 Zions Bancorporation shares in Q2 2026, an estimated $1.39K.
Zions Bancorporation made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #697 holding.
Johnson Investment Counsel first reported a position in Zions Bancorporation in Q2 2013 and has held it in 23 quarters since.
Johnson Investment Counsel's Zions Bancorporation position peaked at $383K in Q1 2022.
599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.