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Mather Group’s Zions Bancorporation ZION Stock Holding History

Mather Group’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 		$488K Buy
7,046
+1
+0% +$63 ﹤0.01% 542
2026
Q1 		$406K Sell
7,045
-392
-5% -$23.1K ﹤0.01% 548
2025
Q4 		$435K Buy
7,437
+2,729
+58% +$149K ﹤0.01% 441
2025
Q3 		$266K Sell
4,708
-1
-0% -$56 ﹤0.01% 545
2025
Q2 		$245K Sell
4,709
-425
-8% -$19.9K ﹤0.01% 554
2025
Q1 		$256K Sell
5,134
-1,713
-25% -$92.2K ﹤0.01% 522
2024
Q4 		$371K Sell
6,847
-86
-1% -$4.71K ﹤0.01% 417
2024
Q3 		$327K Sell
6,933
-152
-2% -$7.2K ﹤0.01% 448
2024
Q2 		$308K Buy
7,085
+78
+1% +$3.29K ﹤0.01% 525
2024
Q1 		$307K Sell
7,007
-12
-0.2% -$495 ﹤0.01% 436
2023
Q4 		$308K Buy
7,019
+930
+15% +$33.6K ﹤0.01% 447
2023
Q3 		$212K Buy
+6,089
New +$212K ﹤0.01% 513

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

Mather Group's ZION Position: Q2 2026 in Review

Mather Group increased its Zions Bancorporation (ZION) stake by 0.01% in Q2 2026, buying an estimated $63 and bringing the position to 7,046 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Mather Group first reported a position in ZION in Q3 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Mather Group held 7,046 shares of Zions Bancorporation worth $488K as of Q2 2026.
  • Mather Group bought 1 Zions Bancorporation share in Q2 2026, an estimated $63.
  • Zions Bancorporation made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #542 holding.
  • Mather Group first reported a position in Zions Bancorporation in Q3 2023 and has held it in 12 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.