Ray Dalio
ZION icon

Ray Dalio’s Zions Bancorporation ZION Stock Holding History

Ray Dalio’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
Q1 		$41.8M Sell
724,830
-112,505
-13% -$6.63M 0.19% 87
2025
Q4 		$49M Buy
837,335
+291,968
+54% +$15.9M 0.18% 88
2025
Q3 		$30.9M Buy
545,367
+371,230
+213% +$20.7M 0.12% 140
2025
Q2 		$9.04M Buy
+174,137
New +$8.17M 0.04% 269
2023
Q1 		– Sell
-54,101
Closed -$2.66M – 920
2022
Q4 		$2.66M Buy
54,101
+17,095
+46% +$855K 0.01% 484
2022
Q3 		$1.88M Buy
37,006
+24,874
+205% +$1.36M 0.01% 577
2022
Q2 		$618K Sell
12,132
-4,708
-28% -$268K ﹤0.01% 875
2022
Q1 		$1.1M Sell
16,840
-11,078
-40% -$758K ﹤0.01% 787
2021
Q4 		$1.76M Sell
27,918
-34,588
-55% -$2.21M 0.01% 478
2021
Q3 		$3.87M Buy
62,506
+6,483
+12% +$356K 0.02% 327
2021
Q2 		$2.96M Buy
56,023
+5,505
+11% +$308K 0.02% 425
2021
Q1 		$2.78M Buy
50,518
+25,313
+100% +$1.3M 0.02% 261
2020
Q4 		$1.09M Buy
+25,205
New +$932K 0.01% 372
2020
Q1 		– Sell
-35,220
Closed -$1.83M – 617
2019
Q4 		$1.83M Buy
+35,220
New +$1.71M 0.02% 227
2019
Q2 		– Sell
-113,301
Closed -$5.14M – 371
2019
Q1 		$5.14M Buy
113,301
+83,631
+282% +$3.99M 0.03% 135
2018
Q4 		$1.21M Buy
+29,670
New +$1.38M 0.01% 304
2018
Q3 		– Sell
-22,110
Closed -$1.17M – 495
2018
Q2 		$1.17M Buy
22,110
+507
+2% +$28K 0.01% 236
2018
Q1 		$1.14M Buy
+21,603
New +$1.16M 0.01% 251
2017
Q2 		– Sell
-30,547
Closed -$1.28M – 398
2017
Q1 		$1.28M Buy
+30,547
New +$1.33M 0.01% 179
2016
Q3 		– Sell
-59,112
Closed -$1.49M – 415
2016
Q2 		$1.49M Buy
+59,112
New +$1.57M 0.02% 211
2014
Q2 		– Sell
-30,000
Closed -$929K – 374
2014
Q1 		$929K Buy
+30,000
New +$911K 0.01% 246
2013
Q4 		– Sell
-80,200
Closed -$2.2M – 359
2013
Q3 		$2.2M Buy
+80,200
New +$2.34M 0.02% 158

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ray Dalio's ZION Position: Q1 2026 in Review

Ray Dalio reduced its Zions Bancorporation (ZION) stake by 13% in Q1 2026, selling an estimated $6.63M and leaving 724,830 shares worth $41.8M. The position accounts for 0.19% of the portfolio, ranked #87.

Ray Dalio first reported a position in ZION in Q3 2013 and has held it in 22 quarters since. The position peaked at $49M in Q4 2025. 562 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Ray Dalio held 724,830 shares of Zions Bancorporation worth $41.8M as of Q1 2026.
  • Ray Dalio sold 112,505 Zions Bancorporation shares in Q1 2026, an estimated $6.63M.
  • Zions Bancorporation made up 0.19% of Ray Dalio's portfolio in Q1 2026, its #87 holding.
  • Ray Dalio first reported a position in Zions Bancorporation in Q3 2013 and has held it in 22 quarters since.
  • Ray Dalio's Zions Bancorporation position peaked at $49M in Q4 2025.
  • 562 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.