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Optas LLC’s Zions Bancorporation ZION Stock Holding History

Optas 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 		$274K Buy
3,959
+89
+2% +$5.61K 0.04% 351
2026
Q1 		$223K Sell
3,870
-3,224
-45% -$190K 0.03% 410
2025
Q4 		$415K Buy
+7,094
New +$386K 0.07% 213

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

Optas LLC's ZION Position: Q2 2026 in Review

Optas LLC increased its Zions Bancorporation (ZION) stake by 2.3% in Q2 2026, buying an estimated $5.61K and bringing the position to 3,959 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #351.

Optas LLC first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. The position peaked at $415K in Q4 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Optas LLC held 3,959 shares of Zions Bancorporation worth $274K as of Q2 2026.
  • Optas LLC bought 89 Zions Bancorporation shares in Q2 2026, an estimated $5.61K.
  • Zions Bancorporation made up 0.04% of Optas LLC's portfolio in Q2 2026, its #351 holding.
  • Optas LLC first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • Optas LLC's Zions Bancorporation position peaked at $415K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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