MFF
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Michels Family Financial’s Zions Bancorporation ZION Stock Holding History

Michels Family Financial’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 		$813K Buy
11,745
+140
+1% +$8.83K 0.52% 58
2026
Q1 		$669K Sell
11,605
-537
-4% -$31.6K 0.48% 66
2025
Q4 		$711K Buy
12,142
+185
+2% +$10.1K 0.52% 59
2025
Q3 		$677K Sell
11,957
-293
-2% -$16.3K 0.53% 57
2025
Q2 		$636K Buy
12,250
+79
+0.6% +$3.71K 0.54% 62
2025
Q1 		$607K Buy
12,171
+178
+1% +$9.59K 0.55% 62
2024
Q4 		$651K Buy
+11,993
New +$657K 0.6% 53

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

Michels Family Financial's ZION Position: Q2 2026 in Review

Michels Family Financial increased its Zions Bancorporation (ZION) stake by 1.2% in Q2 2026, buying an estimated $8.83K and bringing the position to 11,745 shares worth $813K. The position accounts for 0.52% of the portfolio, ranked #58.

Michels Family Financial first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Michels Family Financial held 11,745 shares of Zions Bancorporation worth $813K as of Q2 2026.
  • Michels Family Financial bought 140 Zions Bancorporation shares in Q2 2026, an estimated $8.83K.
  • Zions Bancorporation made up 0.52% of Michels Family Financial's portfolio in Q2 2026, its #58 holding.
  • Michels Family Financial first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.