Mercer Global Advisors
ZION icon

Mercer Global Advisors’s Zions Bancorporation ZION Stock Holding History

Mercer Global Advisors’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 		$5.05M Buy
73,038
+11,570
+19% +$729K 0.01% 873
2026
Q1 		$3.54M Buy
61,468
+44,572
+264% +$2.63M 0.01% 921
2025
Q4 		$989K Sell
16,896
-2,373
-12% -$129K ﹤0.01% 1460
2025
Q3 		$1.09M Buy
19,269
+10,176
+112% +$566K ﹤0.01% 1334
2025
Q2 		$473K Sell
9,093
-2,688
-23% -$126K ﹤0.01% 1594
2025
Q1 		$586K Buy
11,781
+7,330
+165% +$395K ﹤0.01% 1377
2024
Q4 		$241K Buy
+4,451
New +$244K ﹤0.01% 1868
2022
Q4 		– Sell
-6,672
Closed -$339K – 2002
2022
Q3 		$339K Sell
6,672
-6,333
-49% -$346K ﹤0.01% 1340
2022
Q2 		$662K Buy
13,005
+5,047
+63% +$287K ﹤0.01% 1012
2022
Q1 		$522K Buy
7,958
+1,340
+20% +$91.7K ﹤0.01% 1207
2021
Q4 		$418K Buy
+6,618
New +$423K ﹤0.01% 1300
2021
Q2 		– Sell
-12,633
Closed -$694K – 1754
2021
Q1 		$694K Buy
+12,633
New +$650K 0.01% 934
2020
Q1 		– Sell
-29,216
Closed -$1.52M – 1271
2019
Q4 		$1.52M Buy
29,216
+4,304
+17% +$209K 0.03% 409
2019
Q3 		$1.11M Buy
24,912
+7,015
+39% +$303K 0.03% 456
2019
Q2 		$823K Buy
17,897
+2,595
+17% +$120K 0.02% 513
2019
Q1 		$695K Buy
+15,302
New +$730K 0.03% 525

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

Mercer Global Advisors's ZION Position: Q2 2026 in Review

Mercer Global Advisors increased its Zions Bancorporation (ZION) stake by 19% in Q2 2026, buying an estimated $729K and bringing the position to 73,038 shares worth $5.05M. The position accounts for 0.01% of the portfolio, ranked #873.

Mercer Global Advisors first reported a position in ZION in Q1 2019 and has held it in 16 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Mercer Global Advisors held 73,038 shares of Zions Bancorporation worth $5.05M as of Q2 2026.
  • Mercer Global Advisors bought 11,570 Zions Bancorporation shares in Q2 2026, an estimated $729K.
  • Zions Bancorporation made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #873 holding.
  • Mercer Global Advisors first reported a position in Zions Bancorporation in Q1 2019 and has held it in 16 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.