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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Lunt Capital Management's ZION Position: Q2 2026 in Review

Lunt Capital Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 12,607 shares worth $872K. The position accounts for 0.32% of the portfolio, ranked #50.

Lunt Capital Management first reported a position in ZION in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.54M in Q4 2023. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Lunt Capital Management held 12,607 shares of Zions Bancorporation worth $872K as of Q2 2026.
Lunt Capital Management left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up 0.32% of Lunt Capital Management's portfolio in Q2 2026, its #50 holding.
Lunt Capital Management first reported a position in Zions Bancorporation in Q2 2023 and has held it in 13 quarters since.
Lunt Capital Management's Zions Bancorporation position peaked at $2.54M in Q4 2023.
599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Lunt Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.