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New Age Alpha Advisors’s Zions Bancorporation ZION Stock Holding History

New Age Alpha 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 		$378K Buy
+5,459
New +$344K 0.02% 666
2025
Q2 		– Sell
-794
Closed -$39.6K – 1002
2025
Q1 		$39.6K Buy
+794
New +$42.8K ﹤0.01% 833

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

New Age Alpha Advisors's ZION Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in Zions Bancorporation (ZION) in Q2 2026: 5,459 shares worth $378K. The stake represents 0.02% of the portfolio and ranks #666 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in ZION as recently as Q1 2025.

New Age Alpha Advisors first reported a position in ZION in Q1 2025 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • New Age Alpha Advisors held 5,459 shares of Zions Bancorporation worth $378K as of Q2 2026.
  • Zions Bancorporation was a new New Age Alpha Advisors position in Q2 2026.
  • Zions Bancorporation made up 0.02% of New Age Alpha Advisors's portfolio in Q2 2026, its #666 holding.
  • New Age Alpha Advisors first reported a position in Zions Bancorporation in Q1 2025 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.