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Moneta Group Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Moneta Group Investment 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
Q1 		$235K Hold
4,084
– – ﹤0.01% 718
2025
Q4 		$239K Sell
4,084
-100
-2% -$5.45K ﹤0.01% 707
2025
Q3 		$237K Buy
4,184
+95
+2% +$5.29K ﹤0.01% 698
2025
Q2 		$212K Sell
4,089
-558
-12% -$26.2K ﹤0.01% 659
2025
Q1 		$232K Buy
4,647
+45
+1% +$2.42K ﹤0.01% 591
2024
Q4 		$250K Sell
4,602
-34
-0.7% -$1.86K ﹤0.01% 582
2024
Q3 		$219K Sell
4,636
-32
-0.7% -$1.51K ﹤0.01% 601
2024
Q2 		$202K Buy
+4,668
New +$197K ﹤0.01% 577
2024
Q1 		– Sell
-5,099
Closed -$224K – 636
2023
Q4 		$224K Buy
+5,099
New +$184K ﹤0.01% 511
2022
Q3 		– Sell
-4,008
Closed -$204K – 473
2022
Q2 		$204K Buy
4,008
+271
+7% +$15.4K 0.01% 440
2022
Q1 		$245K Sell
3,737
-31
-0.8% -$2.12K 0.01% 389
2021
Q4 		$238K Sell
3,768
-223
-6% -$14.2K 0.01% 425
2021
Q3 		$247K Buy
+3,991
New +$219K 0.01% 394
2021
Q2 		– Sell
-3,766
Closed -$207K – 461
2021
Q1 		$207K Buy
+3,766
New +$194K 0.01% 401
2018
Q2 		– Sell
-40
Closed -$2K – 648
2018
Q1 		$2K Buy
+40
New +$2.15K ﹤0.01% 564

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Moneta Group Investment Advisors's ZION Position: Q1 2026 in Review

Moneta Group Investment Advisors held its Zions Bancorporation (ZION) position steady in Q1 2026 at 4,084 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Moneta Group Investment Advisors first reported a position in ZION in Q1 2018 and has held it in 15 quarters since. The position peaked at $250K in Q4 2024. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Moneta Group Investment Advisors held 4,084 shares of Zions Bancorporation worth $235K as of Q1 2026.
  • Moneta Group Investment Advisors left its Zions Bancorporation share count unchanged in Q1 2026.
  • Zions Bancorporation made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #718 holding.
  • Moneta Group Investment Advisors first reported a position in Zions Bancorporation in Q1 2018 and has held it in 15 quarters since.
  • Moneta Group Investment Advisors's Zions Bancorporation position peaked at $250K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.