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Ritholtz Wealth Management’s Zions Bancorporation ZION Stock Holding History

Ritholtz Wealth Management’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 		$410K Buy
5,924
+780
+15% +$49.2K 0.01% 927
2026
Q1 		$296K Buy
+5,144
New +$303K 0.01% 980
2025
Q4 		– Sell
-4,019
Closed -$227K – 1180
2025
Q3 		$227K Buy
+4,019
New +$224K ﹤0.01% 935
2024
Q4 		– Sell
-5,032
Closed -$238K – 918
2024
Q3 		$238K Buy
+5,032
New +$238K 0.01% 766

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

Ritholtz Wealth Management's ZION Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Zions Bancorporation (ZION) stake by 15% in Q2 2026, buying an estimated $49.2K and bringing the position to 5,924 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #927.

Ritholtz Wealth Management first reported a position in ZION in Q3 2024 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Ritholtz Wealth Management held 5,924 shares of Zions Bancorporation worth $410K as of Q2 2026.
  • Ritholtz Wealth Management bought 780 Zions Bancorporation shares in Q2 2026, an estimated $49.2K.
  • Zions Bancorporation made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #927 holding.
  • Ritholtz Wealth Management first reported a position in Zions Bancorporation in Q3 2024 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.