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Proficio Capital Partners’s Zions Bancorporation ZION Stock Holding History

Proficio Capital Partners’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 		$454K Buy
+6,560
New +$414K 0.02% 355
2025
Q3 		– Sell
-4,219
Closed -$219K – 442
2025
Q2 		$219K Buy
+4,219
New +$198K 0.01% 403
2019
Q3 		– Sell
-1,022
Closed -$47K – 1584
2019
Q2 		$47K Buy
1,022
+498
+95% +$23K 0.02% 398
2019
Q1 		$24K Buy
524
+494
+1,647% +$23.6K 0.01% 585
2018
Q4 		$1K Buy
30
+2
+7% +$93 ﹤0.01% 1152
2018
Q3 		$1K Sell
28
-1
-3% -$53 ﹤0.01% 1210
2018
Q2 		$2K Buy
29
+22
+314% +$1.21K ﹤0.01% 1149
2018
Q1 		$0 Hold
7
– – ﹤0.01% 1349
2017
Q4 		$0 Hold
7
– – ﹤0.01% 1329
2017
Q3 		$0 Hold
7
– – ﹤0.01% 1338
2017
Q2 		$0 Buy
+7
New +$288 ﹤0.01% 1340

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

Proficio Capital Partners's ZION Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Zions Bancorporation (ZION) in Q2 2026: 6,560 shares worth $454K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in ZION as recently as Q2 2025.

Proficio Capital Partners first reported a position in ZION in Q2 2017 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Proficio Capital Partners held 6,560 shares of Zions Bancorporation worth $454K as of Q2 2026.
  • Zions Bancorporation was a new Proficio Capital Partners position in Q2 2026.
  • Zions Bancorporation made up 0.02% of Proficio Capital Partners's portfolio in Q2 2026, its #355 holding.
  • Proficio Capital Partners first reported a position in Zions Bancorporation in Q2 2017 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.