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Southern Michigan Bank & Trust’s Zions Bancorporation ZION Stock Holding History

Southern Michigan Bank & Trust’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 		$32.9K Hold
475
– – 0.01% 236
2026
Q1 		$27.4K Buy
+475
New +$28K 0.01% 248

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

Southern Michigan Bank & Trust's ZION Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Zions Bancorporation (ZION) position steady in Q2 2026 at 475 shares worth $32.9K. The position accounts for 0.01% of the portfolio, ranked #236.

Southern Michigan Bank & Trust first reported a position in ZION in Q1 2026 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Southern Michigan Bank & Trust held 475 shares of Zions Bancorporation worth $32.9K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #236 holding.
  • Southern Michigan Bank & Trust first reported a position in Zions Bancorporation in Q1 2026 and has held it in 2 quarters since.
  • 568 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.