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Oakworth Capital’s Zions Bancorporation ZION Stock Holding History

Oakworth Capital’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 		$2.42K Hold
35
– – ﹤0.01% 848
2026
Q1 		$2.02K Hold
35
– – ﹤0.01% 793
2025
Q4 		$2.05K Hold
35
– – ﹤0.01% 800
2025
Q3 		$1.98K Hold
35
– – ﹤0.01% 752
2025
Q2 		$1.82K Hold
35
– – ﹤0.01% 573
2025
Q1 		$1.75K Hold
35
– – ﹤0.01% 630
2024
Q4 		$1.9K Hold
35
– – ﹤0.01% 581
2024
Q3 		$1.65K Buy
+35
New +$1.66K ﹤0.01% 623

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 $3.38T AUM 44.17% 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

Oakworth Capital's ZION Position: Q2 2026 in Review

Oakworth Capital held its Zions Bancorporation (ZION) position steady in Q2 2026 at 35 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Oakworth Capital first reported a position in ZION in Q3 2024 and has held it in 8 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Oakworth Capital held 35 shares of Zions Bancorporation worth $2.42K as of Q2 2026.
  • Oakworth Capital left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #848 holding.
  • Oakworth Capital first reported a position in Zions Bancorporation in Q3 2024 and has held it in 8 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.