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Lynx Investment Advisory’s Zions Bancorporation ZION Stock Holding History

Lynx Investment Advisory’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 		$426K Buy
6,157
+26
+0.4% +$1.64K 0.14% 152
2026
Q1 		$353K Buy
6,131
+79
+1% +$4.66K 0.17% 131
2025
Q4 		$354K Sell
6,052
-52
-0.9% -$2.83K 0.19% 117
2025
Q3 		$345K Sell
6,104
-267
-4% -$14.9K 0.21% 103
2025
Q2 		$331K Buy
6,371
+213
+3% +$9.99K 0.22% 102
2025
Q1 		$307K Sell
6,158
-3,588
-37% -$193K 0.2% 110
2024
Q4 		$529K Buy
9,746
+39
+0.4% +$2.14K 0.36% 67
2024
Q3 		$458K Buy
9,707
+7
+0.1% +$331 0.33% 72
2024
Q2 		$421K Buy
+9,700
New +$409K 0.31% 65

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

Lynx Investment Advisory's ZION Position: Q2 2026 in Review

Lynx Investment Advisory increased its Zions Bancorporation (ZION) stake by 0.42% in Q2 2026, buying an estimated $1.64K and bringing the position to 6,157 shares worth $426K. The position accounts for 0.14% of the portfolio, ranked #152.

Lynx Investment Advisory first reported a position in ZION in Q2 2024 and has held it in 9 quarters since. The position peaked at $529K in Q4 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Lynx Investment Advisory held 6,157 shares of Zions Bancorporation worth $426K as of Q2 2026.
  • Lynx Investment Advisory bought 26 Zions Bancorporation shares in Q2 2026, an estimated $1.64K.
  • Zions Bancorporation made up 0.14% of Lynx Investment Advisory's portfolio in Q2 2026, its #152 holding.
  • Lynx Investment Advisory first reported a position in Zions Bancorporation in Q2 2024 and has held it in 9 quarters since.
  • Lynx Investment Advisory's Zions Bancorporation position peaked at $529K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.