Prime Capital Investment Advisors
ZION icon

Prime Capital Investment Advisors’s Zions Bancorporation ZION Stock Holding History

Prime Capital Investment Advisors’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 		$225K Buy
+3,249
New +$205K ﹤0.01% 982
2026
Q1 		– Sell
-3,818
Closed -$224K – 1116
2025
Q4 		$224K Sell
3,818
-7
-0.2% -$381 ﹤0.01% 928
2025
Q3 		$216K Buy
+3,825
New +$213K ﹤0.01% 915
2025
Q1 		– Sell
-3,817
Closed -$207K – 1106
2024
Q4 		$207K Buy
+3,817
New +$209K ﹤0.01% 855

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

Prime Capital Investment Advisors's ZION Position: Q2 2026 in Review

Prime Capital Investment Advisors opened a new position in Zions Bancorporation (ZION) in Q2 2026: 3,249 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Prime Capital Investment Advisors previously reported a position in ZION as recently as Q4 2025.

Prime Capital Investment Advisors first reported a position in ZION in Q4 2024 and has held it in 4 quarters since. 601 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Prime Capital Investment Advisors held 3,249 shares of Zions Bancorporation worth $225K as of Q2 2026.
  • Zions Bancorporation was a new Prime Capital Investment Advisors position in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #982 holding.
  • Prime Capital Investment Advisors first reported a position in Zions Bancorporation in Q4 2024 and has held it in 4 quarters since.
  • 601 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.