KFAS
ZION icon

Keating Financial Advisory Services’s Zions Bancorporation ZION Stock Holding History

Keating Financial Advisory Services’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 		$79.5K Buy
1,148
+17
+2% +$1.07K 0.01% 567
2026
Q1 		$65.2K Buy
1,131
+159
+16% +$9.37K 0.01% 560
2025
Q4 		$56.9K Buy
+972
New +$52.9K 0.01% 625

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

Keating Financial Advisory Services's ZION Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Zions Bancorporation (ZION) stake by 1.5% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,148 shares worth $79.5K. The position accounts for 0.01% of the portfolio, ranked #567.

Keating Financial Advisory Services first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Keating Financial Advisory Services held 1,148 shares of Zions Bancorporation worth $79.5K as of Q2 2026.
  • Keating Financial Advisory Services bought 17 Zions Bancorporation shares in Q2 2026, an estimated $1.07K.
  • Zions Bancorporation made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #567 holding.
  • Keating Financial Advisory Services first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.