Matthew Hamilton Rosenberg’s Zions Bancorporation ZION Stock Holding History

Matthew Hamilton Rosenberg’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	$9.96K	Hold	144	–	–	﹤0.01%	631
2026 Q1	$8.3K	Hold	144	–	–	﹤0.01%	639
2025 Q4	$8.43K	Hold	144	–	–	﹤0.01%	652
2025 Q3	$8.15K	Hold	144	–	–	﹤0.01%	656
2025 Q2	$7.48K	Hold	144	–	–	﹤0.01%	687
2025 Q1	$7.18K	Hold	144	–	–	﹤0.01%	678
2024 Q4	$7.81K	Sell	144 -145	-50%	-$7.94K	﹤0.01%	658
2024 Q3	$13.6K	Buy	289 +144	+99%	+$6.82K	﹤0.01%	583
2024 Q2	$6.28K	Sell	145 -144	-50%	-$6.08K	﹤0.01%	639
2024 Q1	$12.4K	Hold	289	–	–	﹤0.01%	583
2023 Q4	$12.7K	Hold	289	–	–	﹤0.01%	582
2023 Q3	$10.1K	Buy	+289	New	+$10.1K	﹤0.01%	617

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's ZION Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Zions Bancorporation (ZION) position steady in Q2 2026 at 144 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Matthew Hamilton Rosenberg first reported a position in ZION in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.6K in Q3 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Matthew Hamilton Rosenberg held 144 shares of Zions Bancorporation worth $9.96K as of Q2 2026.
Matthew Hamilton Rosenberg left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #631 holding.
Matthew Hamilton Rosenberg first reported a position in Zions Bancorporation in Q3 2023 and has held it in 12 quarters since.
Matthew Hamilton Rosenberg's Zions Bancorporation position peaked at $13.6K in Q3 2024.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.