MV Capital Management
ZION icon

MV Capital Management’s Zions Bancorporation ZION Stock Holding History

MV Capital Management’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
Q3 		$18.1K Sell
289
-22
-7% -$1.51K ﹤0.01% 465
2026
Q2 		$21.5K Hold
311
– – ﹤0.01% 448
2026
Q1 		$17.9K Buy
311
+6
+2% +$354 ﹤0.01% 456
2025
Q4 		$17.9K Hold
305
– – ﹤0.01% 455
2025
Q3 		$17.3K Sell
305
-1
-0.3% -$56 ﹤0.01% 452
2025
Q2 		$15.9K Sell
306
-2
-0.6% -$94 ﹤0.01% 470
2025
Q1 		$15.4K Sell
308
-3
-1% -$162 ﹤0.01% 464
2024
Q4 		$16.9K Sell
311
-2
-0.6% -$110 ﹤0.01% 452
2024
Q3 		$14.8K Sell
313
-3
-0.9% -$142 ﹤0.01% 475
2024
Q2 		$13.7K Sell
316
-26
-8% -$1.1K ﹤0.01% 482
2024
Q1 		$14.8K Hold
342
– – ﹤0.01% 468
2023
Q4 		$15K Buy
342
+19
+6% +$686 ﹤0.01% 472
2023
Q3 		$11.3K Sell
323
-2
-0.6% -$70 ﹤0.01% 481
2023
Q2 		$8.73K Sell
325
-333
-51% -$9.24K ﹤0.01% 535
2023
Q1 		$19.7K Buy
658
+518
+370% +$23.7K ﹤0.01% 405
2022
Q4 		$6.88K Buy
140
+3
+2% +$150 ﹤0.01% 515
2022
Q3 		$7K Hold
137
– – ﹤0.01% 515
2022
Q2 		$7K Sell
137
-9
-6% -$511 ﹤0.01% 521
2022
Q1 		$10K Buy
146
+2
+1% +$137 ﹤0.01% 484
2021
Q4 		$9K Hold
144
– – ﹤0.01% 489
2021
Q3 		$9K Buy
144
+78
+118% +$4.28K ﹤0.01% 464
2021
Q2 		$3K Buy
+66
New +$3.7K ﹤0.01% 609
2018
Q1 		– Sell
-180
Closed -$9K – 372
2017
Q4 		$9K Sell
180
-56
-24% -$2.68K ﹤0.01% 267
2017
Q3 		$11K Hold
236
– – ﹤0.01% 244
2017
Q2 		$10K Buy
236
+23
+11% +$947 ﹤0.01% 251
2017
Q1 		$9K Buy
213
+115
+117% +$5K ﹤0.01% 253
2016
Q4 		$4K Buy
+98
New +$3.61K ﹤0.01% 303

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

MV Capital Management's ZION Position: Q3 2026 in Review

MV Capital Management reduced its Zions Bancorporation (ZION) stake by 7.1% in Q3 2026, selling an estimated $1.51K and leaving 289 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

MV Capital Management first reported a position in ZION in Q4 2016 and has held it in 27 quarters since. The position peaked at $21.5K in Q2 2026. 312 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • MV Capital Management held 289 shares of Zions Bancorporation worth $18.1K as of Q3 2026.
  • MV Capital Management sold 22 Zions Bancorporation shares in Q3 2026, an estimated $1.51K.
  • Zions Bancorporation made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #465 holding.
  • MV Capital Management first reported a position in Zions Bancorporation in Q4 2016 and has held it in 27 quarters since.
  • MV Capital Management's Zions Bancorporation position peaked at $21.5K in Q2 2026.
  • 312 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.