SSA
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Sierra Summit Advisors’s Zions Bancorporation ZION Stock Holding History

Sierra Summit 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 		$2.47M Buy
35,708
+536
+2% +$33.8K 0.28% 58
2026
Q1 		$2.03M Buy
35,172
+1,453
+4% +$85.6K 0.29% 60
2025
Q4 		$1.97M Buy
33,719
+863
+3% +$47K 0.3% 56
2025
Q3 		$1.86M Buy
32,856
+503
+2% +$28K 0.28% 59
2025
Q2 		$1.68M Sell
32,353
-27
-0.1% -$1.27K 0.3% 52
2025
Q1 		$1.61M Buy
32,380
+10,679
+49% +$575K 0.35% 52
2024
Q4 		$1.18M Buy
21,701
+4,511
+26% +$247K 0.24% 63
2024
Q3 		$812K Buy
17,190
+3,327
+24% +$158K 0.19% 74
2024
Q2 		$601K Buy
13,863
+1,064
+8% +$44.9K 0.15% 90
2024
Q1 		$555K Buy
12,799
+102
+0.8% +$4.21K 0.15% 88
2023
Q4 		$557K Buy
+12,697
New +$459K 0.16% 79

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

Sierra Summit Advisors's ZION Position: Q2 2026 in Review

Sierra Summit Advisors increased its Zions Bancorporation (ZION) stake by 1.5% in Q2 2026, buying an estimated $33.8K and bringing the position to 35,708 shares worth $2.47M. The position accounts for 0.28% of the portfolio, ranked #58.

Sierra Summit 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.

  • Sierra Summit Advisors held 35,708 shares of Zions Bancorporation worth $2.47M as of Q2 2026.
  • Sierra Summit Advisors bought 536 Zions Bancorporation shares in Q2 2026, an estimated $33.8K.
  • Zions Bancorporation made up 0.28% of Sierra Summit Advisors's portfolio in Q2 2026, its #58 holding.
  • Sierra Summit 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 Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.