MFS
ZION icon

Mirabella Financial Services’s Zions Bancorporation ZION Stock Holding History

Mirabella Financial Services’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 		$317K Sell
4,583
-9,041
-66% -$570K 0.03% 424
2026
Q1 		$785K Buy
+13,624
New +$803K 0.07% 168
2024
Q3 		– Sell
-5,379
Closed -$233K – 470
2024
Q2 		$233K Sell
5,379
-4,703
-47% -$198K 0.02% 370
2024
Q1 		$438K Buy
+10,082
New +$416K 0.03% 321
2022
Q1 		– Sell
-3,182
Closed -$201K – 703
2021
Q4 		$201K Buy
+3,182
New +$203K 0.02% 333

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

Mirabella Financial Services's ZION Position: Q2 2026 in Review

Mirabella Financial Services reduced its Zions Bancorporation (ZION) stake by 66% in Q2 2026, selling an estimated $570K and leaving 4,583 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #424.

Mirabella Financial Services first reported a position in ZION in Q4 2021 and has held it in 5 quarters since. The position peaked at $785K in Q1 2026. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Mirabella Financial Services held 4,583 shares of Zions Bancorporation worth $317K as of Q2 2026.
  • Mirabella Financial Services sold 9,041 Zions Bancorporation shares in Q2 2026, an estimated $570K.
  • Zions Bancorporation made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #424 holding.
  • Mirabella Financial Services first reported a position in Zions Bancorporation in Q4 2021 and has held it in 5 quarters since.
  • Mirabella Financial Services's Zions Bancorporation position peaked at $785K in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.