Lido Advisors
ZION icon

Lido Advisors’s Zions Bancorporation ZION Stock Holding History

Lido Advisors’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 		$703K Sell
10,157
-259
-2% -$16.3K ﹤0.01% 1283
2026
Q1 		$600K Sell
10,416
-1,370
-12% -$80.7K ﹤0.01% 1200
2025
Q4 		$675K Buy
11,786
+37
+0.3% +$2.02K ﹤0.01% 1174
2025
Q3 		$665K Buy
11,749
+601
+5% +$33.4K ﹤0.01% 1113
2025
Q2 		$579K Buy
11,148
+3,108
+39% +$146K ﹤0.01% 1053
2025
Q1 		$401K Buy
8,040
+2,592
+48% +$140K ﹤0.01% 1089
2024
Q4 		$296K Sell
5,448
-173
-3% -$9.48K ﹤0.01% 1221
2024
Q3 		$265K Sell
5,621
-588
-9% -$27.8K ﹤0.01% 1211
2024
Q2 		$269K Buy
6,209
+44
+0.7% +$1.86K ﹤0.01% 1174
2024
Q1 		$268K Sell
6,165
-432
-7% -$17.8K ﹤0.01% 1143
2023
Q4 		$289K Buy
6,597
+853
+15% +$30.8K ﹤0.01% 1046
2023
Q3 		$200K Buy
+5,744
New +$200K ﹤0.01% 1082

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

Lido Advisors's ZION Position: Q2 2026 in Review

Lido Advisors reduced its Zions Bancorporation (ZION) stake by 2.5% in Q2 2026, selling an estimated $16.3K and leaving 10,157 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.

Lido Advisors first reported a position in ZION in Q3 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Lido Advisors held 10,157 shares of Zions Bancorporation worth $703K as of Q2 2026.
  • Lido Advisors sold 259 Zions Bancorporation shares in Q2 2026, an estimated $16.3K.
  • Zions Bancorporation made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1283 holding.
  • Lido Advisors first reported a position in Zions Bancorporation in Q3 2023 and has held it in 12 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.