NRI
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NFP Retirement Inc’s Zions Bancorporation ZION Stock Holding History

NFP Retirement Inc’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 		$470K Buy
6,570
+40
+0.6% +$2.52K 0.03% 207
2026
Q1 		$376K Sell
6,530
-78
-1% -$4.6K 0.02% 228
2025
Q4 		$387K Buy
6,608
+40
+0.6% +$2.18K 0.02% 225
2025
Q3 		$372K Sell
6,568
-2,524
-28% -$140K 0.02% 235
2025
Q2 		$472K Buy
9,092
+3,838
+73% +$180K 0.03% 208
2025
Q1 		$262K Buy
5,254
+9
+0.2% +$485 0.02% 242
2024
Q4 		$285K Buy
+5,245
New +$287K 0.02% 246
2024
Q2 		– Sell
-4,714
Closed -$205K – 293
2024
Q1 		$205K Buy
+4,714
New +$194K 0.02% 266

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

NFP Retirement Inc's ZION Position: Q2 2026 in Review

NFP Retirement Inc increased its Zions Bancorporation (ZION) stake by 0.61% in Q2 2026, buying an estimated $2.52K and bringing the position to 6,570 shares worth $470K. The position accounts for 0.03% of the portfolio, ranked #207.

NFP Retirement Inc first reported a position in ZION in Q1 2024 and has held it in 8 quarters since. The position peaked at $472K in Q2 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • NFP Retirement Inc held 6,570 shares of Zions Bancorporation worth $470K as of Q2 2026.
  • NFP Retirement Inc bought 40 Zions Bancorporation shares in Q2 2026, an estimated $2.52K.
  • Zions Bancorporation made up 0.03% of NFP Retirement Inc's portfolio in Q2 2026, its #207 holding.
  • NFP Retirement Inc first reported a position in Zions Bancorporation in Q1 2024 and has held it in 8 quarters since.
  • NFP Retirement Inc's Zions Bancorporation position peaked at $472K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.