NBT Bank’s Zions Bancorporation ZION Stock Holding History

NBT Bank’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	–	Sell	-8	Closed	-$554	–	1036
2026 Q2	$554	Hold	8	–	–	﹤0.01%	1018
2026 Q1	$461	Buy	+8	New	+$471	﹤0.01%	1007

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

NBT Bank's ZION Position: Q3 2026 in Review

NBT Bank sold out of Zions Bancorporation (ZION) in Q3 2026, closing a stake of 8 shares — an estimated $554 sold.

NBT Bank first reported a position in ZION in Q1 2026 and held it in 2 quarters. The position peaked at $554 in Q2 2026. 431 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

NBT Bank reported no remaining Zions Bancorporation position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 8 Zions Bancorporation shares in Q3 2026, an estimated $554.
NBT Bank first reported a position in Zions Bancorporation in Q1 2026 and held it in 2 quarters.
NBT Bank's Zions Bancorporation position peaked at $554 in Q2 2026.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.