Loring Wolcott & Coolidge Fiduciary Advisors’s Zions Bancorporation ZION Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$8.3K	Hold	120	–	–	﹤0.01%	529
2026 Q1	$7.33K	Hold	120	–	–	﹤0.01%	529
2025 Q4	$7.1K	Hold	120	–	–	﹤0.01%	507
2025 Q3	$6.2K	Hold	120	–	–	﹤0.01%	509
2025 Q2	$6.23K	Hold	120	–	–	﹤0.01%	491
2025 Q1	$5.32K	Hold	120	–	–	﹤0.01%	504
2024 Q4	$6.94K	Hold	120	–	–	﹤0.01%	500
2024 Q3	$6.26K	Hold	120	–	–	﹤0.01%	516
2024 Q2	$6.03K	Hold	120	–	–	﹤0.01%	515
2024 Q1	$4.96K	Hold	120	–	–	﹤0.01%	526
2023 Q4	$5.03K	Hold	120	–	–	﹤0.01%	521
2023 Q3	$3.99K	Hold	120	–	–	﹤0.01%	563
2023 Q2	$3.22K	Hold	120	–	–	﹤0.01%	595
2023 Q1	$3.59K	Hold	120	–	–	﹤0.01%	558
2022 Q4	$5.9K	Hold	120	–	–	﹤0.01%	524
2022 Q3	$6K	Hold	120	–	–	﹤0.01%	548
2022 Q2	$6K	Hold	120	–	–	﹤0.01%	569
2022 Q1	$8K	Sell	120 -340	-74%	-$23.3K	﹤0.01%	562
2021 Q4	$29K	Hold	460	–	–	﹤0.01%	513
2021 Q3	$28K	Hold	460	–	–	﹤0.01%	504
2021 Q2	$24K	Buy	+460	New	+$25.8K	﹤0.01%	529
2021 Q1	–	Sell	-720	Closed	-$31K	–	727
2020 Q4	$31K	Buy	+720	New	+$26.6K	﹤0.01%	468
2019 Q4	–	Sell	-35	Closed	-$2K	–	729
2019 Q3	$2K	Sell	35 -77	-69%	-$3.33K	﹤0.01%	652
2019 Q2	$5K	Hold	112	–	–	﹤0.01%	618
2019 Q1	$5K	Buy	112 +77	+220%	+$3.67K	﹤0.01%	596
2018 Q4	$1K	Hold	35	–	–	﹤0.01%	684
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	618
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	629
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	678
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	670
2017 Q3	$2K	Buy	+35	New	+$1.56K	﹤0.01%	676

Other funds holding ZION

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ZION Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Zions Bancorporation (ZION) position steady in Q2 2026 at 120 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ZION in Q3 2017 and has held it in 31 quarters since. The position peaked at $31K in Q4 2020. 279 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 120 shares of Zions Bancorporation worth $8.3K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #529 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Zions Bancorporation in Q3 2017 and has held it in 31 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Zions Bancorporation position peaked at $31K in Q4 2020.
279 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.