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Merit Financial Group’s Zions Bancorporation ZION Stock Holding History

Merit Financial 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 		$876K Buy
12,663
+2,035
+19% +$128K 0.01% 1149
2026
Q1 		$612K Buy
10,628
+1,187
+13% +$69.9K ﹤0.01% 1250
2025
Q4 		$553K Sell
9,441
-662
-7% -$36.1K ﹤0.01% 1261
2025
Q3 		$572K Buy
10,103
+2,511
+33% +$140K 0.01% 1104
2025
Q2 		$394K Sell
7,592
-8,045
-51% -$377K ﹤0.01% 1206
2025
Q1 		$780K Buy
+15,637
New +$842K 0.01% 757

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

Merit Financial Group's ZION Position: Q2 2026 in Review

Merit Financial Group increased its Zions Bancorporation (ZION) stake by 19% in Q2 2026, buying an estimated $128K and bringing the position to 12,663 shares worth $876K. The position accounts for 0.01% of the portfolio, ranked #1149.

Merit Financial Group first reported a position in ZION in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Merit Financial Group held 12,663 shares of Zions Bancorporation worth $876K as of Q2 2026.
  • Merit Financial Group bought 2,035 Zions Bancorporation shares in Q2 2026, an estimated $128K.
  • Zions Bancorporation made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1149 holding.
  • Merit Financial Group first reported a position in Zions Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.