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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Lunt Capital Management's ZION Position: Q1 2026 in Review

Lunt Capital Management held its Zions Bancorporation (ZION) position steady in Q1 2026 at 12,607 shares worth $726K. The position accounts for 0.28% of the portfolio, ranked #55.

Lunt Capital Management first reported a position in ZION in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.54M in Q4 2023. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Lunt Capital Management held 12,607 shares of Zions Bancorporation worth $726K as of Q1 2026.
Lunt Capital Management left its Zions Bancorporation share count unchanged in Q1 2026.
Zions Bancorporation made up 0.28% of Lunt Capital Management's portfolio in Q1 2026, its #55 holding.
Lunt Capital Management first reported a position in Zions Bancorporation in Q2 2023 and has held it in 12 quarters since.
Lunt Capital Management's Zions Bancorporation position peaked at $2.54M in Q4 2023.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Lunt Capital Management's 13F filing for Q1 2026, filed 13 May 2026.