North Star Investment Management’s Zions Bancorporation ZION Stock Holding History

North Star 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 Q2	$692	Hold	10	–	–	﹤0.01%	1592
2026 Q1	$576	Sell	10 -10	-50%	-$589	﹤0.01%	1572
2025 Q4	$1.17K	Buy	+20	New	+$1.09K	﹤0.01%	1376
2023 Q4	–	Sell	-11	Closed	-$384	–	1290
2023 Q3	$384	Hold	11	–	–	﹤0.01%	1217
2023 Q2	$295	Hold	11	–	–	﹤0.01%	1244
2023 Q1	$329	Sell	11 -198	-95%	-$9.06K	﹤0.01%	1256
2022 Q4	$10.3K	Buy	209 +11	+6%	+$550	﹤0.01%	848
2022 Q3	$10K	Sell	198 -901	-82%	-$49.3K	﹤0.01%	817
2022 Q2	$56K	Hold	1,099	–	–	0.01%	530
2022 Q1	$72K	Hold	1,099	–	–	0.01%	519
2021 Q4	$69K	Hold	1,099	–	–	﹤0.01%	549
2021 Q3	$68K	Hold	1,099	–	–	0.01%	537
2021 Q2	$58K	Hold	1,099	–	–	﹤0.01%	563
2021 Q1	$60K	Hold	1,099	–	–	0.01%	522
2020 Q4	$48K	Sell	1,099 -75	-6%	-$2.77K	0.01%	544
2020 Q3	$34K	Buy	+1,174	New	+$37.8K	﹤0.01%	576
2019 Q2	–	Sell	-104	Closed	-$5K	–	961
2019 Q1	$5K	Buy	104 +1	+1%	+$48	﹤0.01%	935
2018 Q4	$4K	Hold	103	–	–	﹤0.01%	947
2018 Q3	$5K	Sell	103 -148	-59%	-$7.82K	﹤0.01%	951
2018 Q2	$13K	Hold	251	–	–	﹤0.01%	811
2018 Q1	$13K	Buy	251 +150	+149%	+$8.07K	﹤0.01%	810
2017 Q4	$5K	Hold	101	–	–	﹤0.01%	927
2017 Q3	$5K	Hold	101	–	–	﹤0.01%	950
2017 Q2	$4K	Buy	101 +1	+1%	+$41	﹤0.01%	962
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	919
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	864
2016 Q3	$3K	Buy	+100	New	+$2.84K	﹤0.01%	749

Other funds holding ZION

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

North Star Investment Management's ZION Position: Q2 2026 in Review

North Star Investment Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 10 shares worth $692. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

North Star Investment Management first reported a position in ZION in Q3 2016 and has held it in 27 quarters since. The position peaked at $72K in Q1 2022. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

North Star Investment Management held 10 shares of Zions Bancorporation worth $692 as of Q2 2026.
North Star Investment Management left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1592 holding.
North Star Investment Management first reported a position in Zions Bancorporation in Q3 2016 and has held it in 27 quarters since.
North Star Investment Management's Zions Bancorporation position peaked at $72K in Q1 2022.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.