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Shelton Capital Management’s Zions Bancorporation ZION Stock Holding History

Shelton Capital 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 		$399K Sell
5,773
-152
-3% -$9.58K 0.01% 439
2026
Q1 		$341K Buy
5,925
+500
+9% +$29.5K 0.01% 472
2025
Q4 		$318K Sell
5,425
-372
-6% -$20.3K 0.01% 476
2025
Q3 		$328K Hold
5,797
– – 0.01% 477
2025
Q2 		$301K Sell
5,797
-167
-3% -$7.83K 0.01% 487
2025
Q1 		$297K Sell
5,964
-332
-5% -$17.9K 0.01% 472
2024
Q4 		$342K Hold
6,296
– – 0.01% 453
2024
Q3 		$297K Sell
6,296
-240
-4% -$11.4K 0.01% 505
2024
Q2 		$283K Sell
6,536
-299
-4% -$12.6K 0.01% 509
2024
Q1 		$297K Buy
+6,835
New +$282K 0.01% 538
2022
Q1 		– Sell
-9,194
Closed -$581K – 881
2021
Q4 		$581K Hold
9,194
– – 0.02% 335
2021
Q3 		$569K Hold
9,194
– – 0.02% 332
2021
Q2 		$486K Sell
9,194
-9,194
-50% -$515K 0.02% 386
2021
Q1 		$1.01M Buy
+18,388
New +$947K 0.04% 289
2018
Q2 		– Sell
-41,526
Closed -$2.19M – 890
2018
Q1 		$2.19M Sell
41,526
-74,000
-64% -$3.98M 0.14% 141
2017
Q4 		$5.87M Buy
115,526
+44,800
+63% +$2.15M 0.38% 58
2017
Q3 		$3.34M Buy
+70,726
New +$3.15M 0.23% 104

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

Shelton Capital Management's ZION Position: Q2 2026 in Review

Shelton Capital Management reduced its Zions Bancorporation (ZION) stake by 2.6% in Q2 2026, selling an estimated $9.58K and leaving 5,773 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #439.

Shelton Capital Management first reported a position in ZION in Q3 2017 and has held it in 17 quarters since. The position peaked at $5.87M in Q4 2017. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Shelton Capital Management held 5,773 shares of Zions Bancorporation worth $399K as of Q2 2026.
  • Shelton Capital Management sold 152 Zions Bancorporation shares in Q2 2026, an estimated $9.58K.
  • Zions Bancorporation made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #439 holding.
  • Shelton Capital Management first reported a position in Zions Bancorporation in Q3 2017 and has held it in 17 quarters since.
  • Shelton Capital Management's Zions Bancorporation position peaked at $5.87M in Q4 2017.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.