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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
Q2 		$262K Sell
3,784
-300
-7% -$18.9K ﹤0.01% 734
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 $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

Moneta Group Investment Advisors's ZION Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Zions Bancorporation (ZION) stake by 7.3% in Q2 2026, selling an estimated $18.9K and leaving 3,784 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Moneta Group Investment Advisors first reported a position in ZION in Q1 2018 and has held it in 16 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Moneta Group Investment Advisors held 3,784 shares of Zions Bancorporation worth $262K as of Q2 2026.
  • Moneta Group Investment Advisors sold 300 Zions Bancorporation shares in Q2 2026, an estimated $18.9K.
  • Zions Bancorporation made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #734 holding.
  • Moneta Group Investment Advisors first reported a position in Zions Bancorporation in Q1 2018 and has held it in 16 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.