MAM
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Martingale Asset Management’s Zions Bancorporation ZION Stock Holding History

Martingale Asset 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 		$7.34M Sell
106,052
-7,852
-7% -$495K 0.17% 137
2026
Q1 		$6.56M Buy
113,904
+2,970
+3% +$175K 0.16% 145
2025
Q4 		$6.49M Buy
110,934
+3,209
+3% +$175K 0.17% 135
2025
Q3 		$6.1M Buy
107,725
+409
+0.4% +$22.8K 0.15% 145
2025
Q2 		$5.57M Buy
107,316
+7,411
+7% +$348K 0.14% 145
2025
Q1 		$4.98M Buy
99,905
+21,748
+28% +$1.17M 0.13% 154
2024
Q4 		$4.24M Buy
78,157
+47,015
+151% +$2.58M 0.1% 163
2024
Q3 		$1.47M Buy
+31,142
New +$1.47M 0.03% 383
2023
Q2 		– Sell
-512,647
Closed -$15.3M – 887
2023
Q1 		$15.3M Sell
512,647
-7,980
-2% -$365K 0.3% 123
2022
Q4 		$25.6M Buy
520,627
+13,264
+3% +$664K 0.5% 78
2022
Q3 		$25.8M Buy
507,363
+427,820
+538% +$23.4M 0.51% 73
2022
Q2 		$4.05M Buy
79,543
+52,083
+190% +$2.96M 0.07% 189
2022
Q1 		$1.8M Buy
+27,460
New +$1.88M 0.03% 321
2021
Q4 		– Sell
-3,617
Closed -$224K – 903
2021
Q3 		$224K Sell
3,617
-250
-6% -$13.7K ﹤0.01% 802
2021
Q2 		$205K Buy
+3,867
New +$217K ﹤0.01% 804

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

Martingale Asset Management's ZION Position: Q2 2026 in Review

Martingale Asset Management reduced its Zions Bancorporation (ZION) stake by 6.9% in Q2 2026, selling an estimated $495K and leaving 106,052 shares worth $7.34M. The position accounts for 0.17% of the portfolio, ranked #137.

Martingale Asset Management first reported a position in ZION in Q2 2021 and has held it in 15 quarters since. The position peaked at $25.8M in Q3 2022. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Martingale Asset Management held 106,052 shares of Zions Bancorporation worth $7.34M as of Q2 2026.
  • Martingale Asset Management sold 7,852 Zions Bancorporation shares in Q2 2026, an estimated $495K.
  • Zions Bancorporation made up 0.17% of Martingale Asset Management's portfolio in Q2 2026, its #137 holding.
  • Martingale Asset Management first reported a position in Zions Bancorporation in Q2 2021 and has held it in 15 quarters since.
  • Martingale Asset Management's Zions Bancorporation position peaked at $25.8M in Q3 2022.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Martingale Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.