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LifeSteps Financial’s Zions Bancorporation ZION Stock Holding History

LifeSteps Financial’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 		$2.98K Buy
+43
New +$2.71K ﹤0.01% 613
2024
Q2 		– Sell
-43
Closed -$1.87K – 434
2024
Q1 		$1.87K Buy
+43
New +$1.77K ﹤0.01% 393

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

LifeSteps Financial's ZION Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Zions Bancorporation (ZION) in Q2 2026: 43 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ZION as recently as Q1 2024.

LifeSteps Financial first reported a position in ZION in Q1 2024 and has held it in 2 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • LifeSteps Financial held 43 shares of Zions Bancorporation worth $2.98K as of Q2 2026.
  • Zions Bancorporation was a new LifeSteps Financial position in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #613 holding.
  • LifeSteps Financial first reported a position in Zions Bancorporation in Q1 2024 and has held it in 2 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.