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Sequoia Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Sequoia Financial 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 		$6.87M Buy
99,262
+9,848
+11% +$621K 0.03% 288
2026
Q1 		$5.15M Sell
89,414
-2,827
-3% -$167K 0.03% 315
2025
Q4 		$5.4M Buy
92,241
+14,401
+19% +$784K 0.03% 312
2025
Q3 		$4.4M Buy
77,840
+3,756
+5% +$209K 0.03% 326
2025
Q2 		$3.85M Buy
74,084
+4,314
+6% +$202K 0.03% 328
2025
Q1 		$3.48M Buy
69,770
+2,652
+4% +$143K 0.03% 329
2024
Q4 		$3.64M Buy
67,118
+39,549
+143% +$2.17M 0.04% 301
2024
Q3 		$1.3M Buy
27,569
+506
+2% +$24K 0.01% 470
2024
Q2 		$1.17M Buy
27,063
+327
+1% +$13.8K 0.01% 447
2024
Q1 		$1.16M Sell
26,736
-3,720
-12% -$153K 0.01% 443
2023
Q4 		$1.34M Buy
+30,456
New +$1.1M 0.02% 448

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

Sequoia Financial Advisors's ZION Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Zions Bancorporation (ZION) stake by 11% in Q2 2026, buying an estimated $621K and bringing the position to 99,262 shares worth $6.87M. The position accounts for 0.03% of the portfolio, ranked #288.

Sequoia Financial Advisors first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Sequoia Financial Advisors held 99,262 shares of Zions Bancorporation worth $6.87M as of Q2 2026.
  • Sequoia Financial Advisors bought 9,848 Zions Bancorporation shares in Q2 2026, an estimated $621K.
  • Zions Bancorporation made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #288 holding.
  • Sequoia Financial Advisors first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.