New York Life Investment Management’s Zions Bancorporation ZION Stock Holding History

New York Life Investment 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 Q1	$1.03M	Buy	17,853 +4,569	+34%	+$269K	0.01%	661
2025 Q4	$778K	Sell	13,284 -1,401	-10%	-$76.3K	0.01%	660
2025 Q3	$831K	Sell	14,685 -474	-3%	-$26.4K	0.01%	694
2025 Q2	$787K	Buy	+15,159	New	+$711K	0.01%	687
2024 Q1	–	Sell	-20,611	Closed	-$904K	–	1547
2023 Q4	$904K	Sell	20,611 -129	-0.6%	-$4.66K	0.01%	681
2023 Q3	$724K	Buy	20,740 +144	+0.7%	+$5.02K	0.01%	696
2023 Q2	$553K	Sell	20,596 -681	-3%	-$18.9K	0.01%	665
2023 Q1	$637K	Buy	21,277 +17	+0.1%	+$778	0.01%	635
2022 Q4	$1.05M	Buy	21,260 +432	+2%	+$21.6K	0.01%	620
2022 Q3	$1.06M	Sell	20,828 -62	-0.3%	-$3.39K	0.01%	610
2022 Q2	$1.06M	Buy	+20,890	New	+$1.19M	0.01%	614

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

New York Life Investment Management's ZION Position: Q1 2026 in Review

New York Life Investment Management increased its Zions Bancorporation (ZION) stake by 34% in Q1 2026, buying an estimated $269K and bringing the position to 17,853 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #661.

New York Life Investment Management first reported a position in ZION in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.06M in Q2 2022. 562 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

New York Life Investment Management held 17,853 shares of Zions Bancorporation worth $1.03M as of Q1 2026.
New York Life Investment Management bought 4,569 Zions Bancorporation shares in Q1 2026, an estimated $269K.
Zions Bancorporation made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #661 holding.
New York Life Investment Management first reported a position in Zions Bancorporation in Q2 2022 and has held it in 11 quarters since.
New York Life Investment Management's Zions Bancorporation position peaked at $1.06M in Q2 2022.
562 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.