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Smartleaf Asset Management’s Zions Bancorporation ZION Stock Holding History

Smartleaf Asset 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 		$395K Hold
5,688
– – 0.01% 610
2026
Q1 		$316K Buy
5,688
+531
+10% +$31.3K 0.01% 644
2025
Q4 		$303K Buy
5,157
+2,803
+119% +$153K 0.01% 645
2025
Q3 		$134K Buy
2,354
+652
+38% +$36.3K 0.01% 914
2025
Q2 		$87.6K Sell
1,702
-466
-21% -$21.9K 0.01% 916
2025
Q1 		$107K Sell
2,168
-73
-3% -$3.93K 0.01% 804
2024
Q4 		$122K Buy
2,241
+368
+20% +$20.2K 0.01% 752
2024
Q3 		$87K Buy
1,873
+935
+100% +$44.3K 0.01% 753
2024
Q2 		$39.5K Buy
938
+288
+44% +$12.2K 0.01% 810
2024
Q1 		$28K Sell
650
-6,703
-91% -$276K 0.01% 794
2023
Q4 		$328K Buy
+7,353
New +$266K 0.09% 226

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

Smartleaf Asset Management's ZION Position: Q2 2026 in Review

Smartleaf Asset Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 5,688 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #610.

Smartleaf Asset Management first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Smartleaf Asset Management held 5,688 shares of Zions Bancorporation worth $395K as of Q2 2026.
  • Smartleaf Asset Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #610 holding.
  • Smartleaf Asset Management first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.