MPWT
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MassMutual Private Wealth & Trust’s Zions Bancorporation ZION Stock Holding History

MassMutual Private Wealth & Trust’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 		$425K Sell
6,144
-209
-3% -$13.2K 0.01% 332
2026
Q1 		$366K Sell
6,353
-250
-4% -$14.7K 0.01% 345
2025
Q4 		$387K Sell
6,603
-576
-8% -$31.4K 0.01% 340
2025
Q3 		$406K Sell
7,179
-913
-11% -$50.8K 0.01% 341
2025
Q2 		$420K Sell
8,092
-310
-4% -$14.5K 0.01% 345
2025
Q1 		$419K Sell
8,402
-22
-0.3% -$1.19K 0.01% 341
2024
Q4 		$457K Sell
8,424
-2,250
-21% -$123K 0.01% 333
2024
Q3 		$504K Sell
10,674
-497
-4% -$23.5K 0.01% 306
2024
Q2 		$484K Sell
11,171
-1,212
-10% -$51.1K 0.01% 305
2024
Q1 		$537K Sell
12,383
-806
-6% -$33.2K 0.02% 289
2023
Q4 		$579K Sell
13,189
-728
-5% -$26.3K 0.02% 271
2023
Q3 		$486K Sell
13,917
-384
-3% -$13.4K 0.02% 290
2023
Q2 		$384K Sell
14,301
-302
-2% -$8.38K 0.01% 307
2023
Q1 		$437K Buy
14,603
+33
+0.2% +$1.51K 0.02% 279
2022
Q4 		$716K Sell
14,570
-332
-2% -$16.6K 0.03% 250
2022
Q3 		$758K Sell
14,902
-774
-5% -$42.3K 0.03% 238
2022
Q2 		$798K Sell
15,676
-82
-0.5% -$4.66K 0.03% 236
2022
Q1 		$1.03M Sell
15,758
-336
-2% -$23K 0.04% 230
2021
Q4 		$1.02M Sell
16,094
-623
-4% -$39.8K 0.04% 237
2021
Q3 		$1.03M Sell
16,717
-109
-0.6% -$5.99K 0.04% 225
2021
Q2 		$889K Buy
16,826
+533
+3% +$29.8K 0.04% 241
2021
Q1 		$895K Buy
16,293
+51
+0.3% +$2.63K 0.04% 232
2020
Q4 		$706K Sell
16,242
-1,738
-10% -$64.3K 0.04% 240
2020
Q3 		$525K Buy
17,980
+86
+0.5% +$2.77K 0.03% 257
2020
Q2 		$608K Sell
17,894
-53,187
-75% -$1.68M 0.04% 226
2020
Q1 		$1.9M Sell
71,081
-992
-1% -$40.9K 0.15% 148
2019
Q4 		$3.74M Sell
72,073
-315
-0.4% -$15.3K 0.23% 117
2019
Q3 		$3.22M Buy
72,388
+91
+0.1% +$3.93K 0.22% 126
2019
Q2 		$3.32M Buy
72,297
+5,890
+9% +$272K 0.23% 118
2019
Q1 		$3.02M Buy
66,407
+4,438
+7% +$212K 0.22% 121
2018
Q4 		$2.52M Sell
61,969
-1,723
-3% -$80.3K 0.22% 116
2018
Q3 		$3.19M Buy
63,692
+989
+2% +$52.2K 0.24% 106
2018
Q2 		$3.3M Buy
62,703
+35,696
+132% +$1.97M 0.26% 96
2018
Q1 		$1.42M Buy
27,007
+5,526
+26% +$297K 0.12% 155
2017
Q4 		$1.09M Sell
21,481
-1,360
-6% -$65.1K 0.09% 173
2017
Q3 		$1.08M Sell
22,841
-13,954
-38% -$621K 0.09% 174
2017
Q2 		$1.62M Sell
36,795
-1,138
-3% -$46.9K 0.14% 149
2017
Q1 		$1.59M Sell
37,933
-320
-0.8% -$13.9K 0.15% 151
2016
Q4 		$1.65M Buy
+38,253
New +$1.41M 0.2% 127
2016
Q2 		$1.12M Sell
44,543
-883
-2% -$23.4K 0.14% 164
2016
Q1 		$1.1M Buy
45,426
+3,053
+7% +$70.2K 0.15% 161
2015
Q4 		$1.16M Buy
42,373
+19,408
+85% +$557K 0.17% 142
2015
Q3 		$667K Buy
22,965
+3,933
+21% +$117K 0.14% 157
2015
Q2 		$561K Sell
19,032
-11,153
-37% -$328K 0.13% 167
2015
Q1 		$815K Buy
30,185
+14,715
+95% +$385K 0.13% 168
2014
Q4 		$441K Sell
15,470
-7,495
-33% -$211K 0.14% 151
2014
Q3 		$667K Buy
22,965
+14,885
+184% +$432K 0.13% 155
2014
Q2 		$238K Buy
8,080
+3,900
+93% +$115K 0.09% 163
2014
Q1 		$129K Buy
4,180
+2,490
+147% +$75.6K 0.08% 160
2013
Q4 		$50.6K Buy
+1,690
New +$48.6K 0.05% 182

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's ZION Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Zions Bancorporation (ZION) stake by 3.3% in Q2 2026, selling an estimated $13.2K and leaving 6,144 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #332.

MassMutual Private Wealth & Trust first reported a position in ZION in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.74M in Q4 2019. 206 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • MassMutual Private Wealth & Trust held 6,144 shares of Zions Bancorporation worth $425K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 209 Zions Bancorporation shares in Q2 2026, an estimated $13.2K.
  • Zions Bancorporation made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #332 holding.
  • MassMutual Private Wealth & Trust first reported a position in Zions Bancorporation in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's Zions Bancorporation position peaked at $3.74M in Q4 2019.
  • 206 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.