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Oak Thistle LLC’s Zions Bancorporation ZION Stock Holding History

Oak Thistle LLC’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 		$1.1M Buy
+15,968
New +$1.01M 0.11% 320
2026
Q1 		– Sell
-19,493
Closed -$1.14M – 655
2025
Q4 		$1.14M Buy
19,493
+13,866
+246% +$755K 0.16% 283
2025
Q3 		$318K Sell
5,627
-230
-4% -$12.8K 0.05% 419
2025
Q2 		$304K Buy
+5,857
New +$275K 0.04% 413
2024
Q4 		– Sell
-21,343
Closed -$1.01M – 575
2024
Q3 		$1.01M Buy
+21,343
New +$1.01M 0.33% 100
2024
Q2 		– Sell
-10,313
Closed -$448K – 462
2024
Q1 		$448K Sell
10,313
-8,013
-44% -$330K 0.4% 92
2023
Q4 		$804K Buy
+18,326
New +$662K 0.23% 175
2022
Q4 		– Sell
-5,792
Closed -$295K – 238
2022
Q3 		$295K Buy
+5,792
New +$317K 1.06% 26
2022
Q1 		– Sell
-3,836
Closed -$242K – 530
2021
Q4 		$242K Buy
+3,836
New +$245K 0.19% 249

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

Oak Thistle LLC's ZION Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Zions Bancorporation (ZION) in Q2 2026: 15,968 shares worth $1.1M. The stake represents 0.11% of the portfolio and ranks #320 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in ZION as recently as Q4 2025.

Oak Thistle LLC first reported a position in ZION in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Oak Thistle LLC held 15,968 shares of Zions Bancorporation worth $1.1M as of Q2 2026.
  • Zions Bancorporation was a new Oak Thistle LLC position in Q2 2026.
  • Zions Bancorporation made up 0.11% of Oak Thistle LLC's portfolio in Q2 2026, its #320 holding.
  • Oak Thistle LLC first reported a position in Zions Bancorporation in Q4 2021 and has held it in 9 quarters since.
  • Oak Thistle LLC's Zions Bancorporation position peaked at $1.14M in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.