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Pinkerton Retirement Specialists’s Zions Bancorporation ZION Stock Holding History

Pinkerton Retirement Specialists’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 		$232K Buy
4,030
+26
+0.6% +$1.64K 0.02% 97
2026
Q1 		$234K Hold
4,004
– – 0.02% 131
2025
Q4 		$234K Buy
4,004
+30
+0.8% +$1.63K 0.02% 129
2025
Q3 		$225K Buy
3,974
+29
+0.7% +$1.61K 0.02% 131
2025
Q2 		$205K Buy
+3,945
New +$185K 0.02% 136
2023
Q4 		– Sell
-11,566
Closed -$404K – 160
2023
Q3 		$404K Buy
+11,566
New +$403K 0.09% 96

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

Pinkerton Retirement Specialists's ZION Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its Zions Bancorporation (ZION) stake by 0.65% in Q2 2026, buying an estimated $1.64K and bringing the position to 4,030 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #97.

Pinkerton Retirement Specialists first reported a position in ZION in Q3 2023 and has held it in 6 quarters since. The position peaked at $404K in Q3 2023. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Pinkerton Retirement Specialists held 4,030 shares of Zions Bancorporation worth $232K as of Q2 2026.
  • Pinkerton Retirement Specialists bought 26 Zions Bancorporation shares in Q2 2026, an estimated $1.64K.
  • Zions Bancorporation made up 0.02% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #97 holding.
  • Pinkerton Retirement Specialists first reported a position in Zions Bancorporation in Q3 2023 and has held it in 6 quarters since.
  • Pinkerton Retirement Specialists's Zions Bancorporation position peaked at $404K in Q3 2023.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.