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ZION icon

NewEdge Advisors’s Zions Bancorporation ZION Stock Holding History

NewEdge 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 		$581K Buy
8,396
+270
+3% +$17K ﹤0.01% 2046
2026
Q1 		$468K Buy
8,126
+358
+5% +$21.1K ﹤0.01% 2046
2025
Q4 		$455K Sell
7,768
-5,361
-41% -$292K ﹤0.01% 2042
2025
Q3 		$743K Sell
13,129
-1,759
-12% -$97.9K ﹤0.01% 1588
2025
Q2 		$773K Sell
14,888
-1,886
-11% -$88.5K ﹤0.01% 1431
2025
Q1 		$836K Sell
16,774
-338
-2% -$18.2K 0.01% 1285
2024
Q4 		$928K Buy
17,112
+101
+0.6% +$5.53K 0.01% 1203
2024
Q3 		$803K Buy
17,011
+199
+1% +$9.42K 0.01% 1204
2024
Q2 		$729K Buy
16,812
+50
+0.3% +$2.11K 0.01% 1210
2024
Q1 		$727K Buy
16,762
+1,472
+10% +$60.7K 0.01% 1153
2023
Q4 		$664K Buy
15,290
+7,429
+95% +$268K 0.01% 1144
2023
Q3 		$274K Buy
7,861
+1,596
+25% +$55.6K ﹤0.01% 1474
2023
Q2 		$168K Sell
6,265
-10,698
-63% -$297K ﹤0.01% 1695
2023
Q1 		$508K Sell
16,963
-2,671
-14% -$122K 0.01% 1109
2022
Q4 		$279K Buy
19,634
+13,949
+245% +$698K 0.01% 1039
2022
Q3 		$289K Sell
5,685
-14,821
-72% -$811K ﹤0.01% 1224
2022
Q2 		$1.04M Buy
+20,506
New +$1.17M 0.02% 652
2022
Q1 		– Sell
-4,912
Closed -$310K – 1682
2021
Q4 		$310K Sell
4,912
-2,381
-33% -$152K ﹤0.01% 1314
2021
Q3 		$451K Sell
7,293
-33,383
-82% -$1.83M 0.01% 774
2021
Q2 		$2.15M Sell
40,676
-244
-0.6% -$13.7K 0.06% 291
2021
Q1 		$2.25M Buy
40,920
+22,062
+117% +$1.14M 0.07% 259
2020
Q4 		$819K Buy
+18,858
New +$697K 0.03% 467
2017
Q3 		– Sell
-157
Closed -$7.01K – 1154
2017
Q2 		$7.01K Buy
+157
New +$6.46K ﹤0.01% 1074

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

NewEdge Advisors's ZION Position: Q2 2026 in Review

NewEdge Advisors increased its Zions Bancorporation (ZION) stake by 3.3% in Q2 2026, buying an estimated $17K and bringing the position to 8,396 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #2046.

NewEdge Advisors first reported a position in ZION in Q2 2017 and has held it in 23 quarters since. The position peaked at $2.25M in Q1 2021. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • NewEdge Advisors held 8,396 shares of Zions Bancorporation worth $581K as of Q2 2026.
  • NewEdge Advisors bought 270 Zions Bancorporation shares in Q2 2026, an estimated $17K.
  • Zions Bancorporation made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2046 holding.
  • NewEdge Advisors first reported a position in Zions Bancorporation in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's Zions Bancorporation position peaked at $2.25M in Q1 2021.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.