Lunt Capital Management’s Zions Bancorporation ZION Stock Holding History

Lunt Capital Management’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 Q3	$790K	Hold	12,607	–	–	0.3%	54
2026 Q2	$872K	Hold	12,607	–	–	0.32%	50
2026 Q1	$726K	Hold	12,607	–	–	0.28%	55
2025 Q4	$738K	Sell	12,607 -48	-0.4%	-$2.61K	0.28%	51
2025 Q3	$716K	Hold	12,655	–	–	0.27%	55
2025 Q2	$657K	Hold	12,655	–	–	0.25%	55
2025 Q1	$631K	Hold	12,655	–	–	0.23%	52
2024 Q4	$687K	Buy	12,655 +48	+0.4%	+$2.63K	0.27%	45
2024 Q3	$595K	Hold	12,607	–	–	0.28%	58
2024 Q2	$547K	Hold	12,607	–	–	0.27%	56
2024 Q1	$547K	Sell	12,607 -45,325	-78%	-$1.87M	0.27%	58
2023 Q4	$2.54M	Hold	57,932	–	–	1.32%	16
2023 Q3	$2.02M	Hold	57,932	–	–	1.07%	24
2023 Q2	$1.56M	Buy	+57,932	New	+$1.61M	0.84%	26

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Lunt Capital Management's ZION Position: Q3 2026 in Review

Lunt Capital Management held its Zions Bancorporation (ZION) position steady in Q3 2026 at 12,607 shares worth $790K. The position accounts for 0.3% of the portfolio, ranked #54.

Lunt Capital Management first reported a position in ZION in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.54M in Q4 2023. 431 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Lunt Capital Management held 12,607 shares of Zions Bancorporation worth $790K as of Q3 2026.
Lunt Capital Management left its Zions Bancorporation share count unchanged in Q3 2026.
Zions Bancorporation made up 0.3% of Lunt Capital Management's portfolio in Q3 2026, its #54 holding.
Lunt Capital Management first reported a position in Zions Bancorporation in Q2 2023 and has held it in 14 quarters since.
Lunt Capital Management's Zions Bancorporation position peaked at $2.54M in Q4 2023.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Lunt Capital Management's 13F filing for Q3 2026, filed 30 Oct 2026.