LFG
ZION icon

Larson Financial Group’s Zions Bancorporation ZION Stock Holding History

Larson Financial Group’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 		$683K Buy
9,872
+1,716
+21% +$108K 0.02% 467
2026
Q1 		$470K Buy
8,156
+643
+9% +$37.9K 0.02% 495
2025
Q4 		$440K Buy
7,513
+313
+4% +$17K 0.01% 497
2025
Q3 		$407K Buy
7,200
+70
+1% +$3.9K 0.01% 519
2025
Q2 		$370K Buy
7,130
+7,122
+89,025% +$334K 0.01% 516
2025
Q1 		$399 Sell
8
-230
-97% -$12.4K ﹤0.01% 2633
2024
Q4 		$12.9K Hold
238
– – ﹤0.01% 1392
2024
Q3 		$11.2K Sell
238
-1,466
-86% -$69.4K ﹤0.01% 1437
2024
Q2 		$73.9K Buy
1,704
+1,699
+33,980% +$71.7K 0.01% 720
2024
Q1 		$207 Sell
5
-455
-99% -$18.8K ﹤0.01% 1633
2023
Q4 		$20.2K Buy
+460
New +$16.6K ﹤0.01% 854
2019
Q4 		– Sell
-18
Closed -$1K – 674
2019
Q3 		$1K Buy
+18
New +$778 ﹤0.01% 526

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 $3.37T AUM 44.26% 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

Larson Financial Group's ZION Position: Q2 2026 in Review

Larson Financial Group increased its Zions Bancorporation (ZION) stake by 21% in Q2 2026, buying an estimated $108K and bringing the position to 9,872 shares worth $683K. The position accounts for 0.02% of the portfolio, ranked #467.

Larson Financial Group first reported a position in ZION in Q3 2019 and has held it in 12 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Larson Financial Group held 9,872 shares of Zions Bancorporation worth $683K as of Q2 2026.
  • Larson Financial Group bought 1,716 Zions Bancorporation shares in Q2 2026, an estimated $108K.
  • Zions Bancorporation made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #467 holding.
  • Larson Financial Group first reported a position in Zions Bancorporation in Q3 2019 and has held it in 12 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.