PAG
ZION icon

Private Advisory Group’s Zions Bancorporation ZION Stock Holding History

Private Advisory Group’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 		$9.46M Sell
136,742
-34,903
-20% -$2.2M 0.51% 62
2026
Q1 		$9.89M Buy
171,645
+2,977
+2% +$175K 0.65% 52
2025
Q4 		$9.87M Buy
+168,668
New +$9.19M 0.77% 45

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

Private Advisory Group's ZION Position: Q2 2026 in Review

Private Advisory Group reduced its Zions Bancorporation (ZION) stake by 20% in Q2 2026, selling an estimated $2.2M and leaving 136,742 shares worth $9.46M. The position accounts for 0.51% of the portfolio, ranked #62.

Private Advisory Group first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.89M in Q1 2026. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Private Advisory Group held 136,742 shares of Zions Bancorporation worth $9.46M as of Q2 2026.
  • Private Advisory Group sold 34,903 Zions Bancorporation shares in Q2 2026, an estimated $2.2M.
  • Zions Bancorporation made up 0.51% of Private Advisory Group's portfolio in Q2 2026, its #62 holding.
  • Private Advisory Group first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • Private Advisory Group's Zions Bancorporation position peaked at $9.89M in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.