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Stevens Capital Management’s Zions Bancorporation ZION Stock Holding History

Stevens 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
Q1 		– Sell
-3,428
Closed -$201K – 318
2025
Q4 		$201K Buy
+3,428
New +$187K 0.07% 196
2020
Q1 		– Sell
-21,249
Closed -$1.1M – 477
2019
Q4 		$1.1M Buy
+21,249
New +$1.03M 0.1% 200
2019
Q3 		– Sell
-63,445
Closed -$2.92M – 805
2019
Q2 		$2.92M Buy
63,445
+8,283
+15% +$383K 0.13% 203
2019
Q1 		$2.5M Sell
55,162
-5,664
-9% -$270K 0.11% 231
2018
Q4 		$2.48M Buy
+60,826
New +$2.84M 0.13% 226
2018
Q2 		– Sell
-36,748
Closed -$1.94M – 1010
2018
Q1 		$1.94M Buy
+36,748
New +$1.98M 0.07% 293
2017
Q4 		– Sell
-220,199
Closed -$10.4M – 1067
2017
Q3 		$10.4M Buy
+220,199
New +$9.8M 0.39% 62
2017
Q2 		– Sell
-177,479
Closed -$7.45M – 1115
2017
Q1 		$7.45M Buy
+177,479
New +$7.71M 0.28% 104
2016
Q3 		– Sell
-281,415
Closed -$7.07M – 1181
2016
Q2 		$7.07M Buy
+281,415
New +$7.47M 0.28% 102
2016
Q1 		– Sell
-140,331
Closed -$3.83M – 1148
2015
Q4 		$3.83M Buy
+140,331
New +$4.03M 0.15% 193
2015
Q3 		– Sell
-23,182
Closed -$736K – 1255
2015
Q2 		$736K Buy
+23,182
New +$682K 0.03% 498
2015
Q1 		– Sell
-298,929
Closed -$8.52M – 1280
2014
Q4 		$8.52M Buy
298,929
+272,129
+1,015% +$7.68M 0.29% 101
2014
Q3 		$779K Buy
+26,800
New +$778K 0.02% 500
2013
Q4 		– Sell
-129,355
Closed -$3.55M – 1265
2013
Q3 		$3.55M Buy
+129,355
New +$3.78M 0.1% 249

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Stevens Capital Management's ZION Position: Q1 2026 in Review

Stevens Capital Management sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 3,428 shares — an estimated $201K sold.

Stevens Capital Management first reported a position in ZION in Q3 2013 and held it in 14 quarters. The position peaked at $10.4M in Q3 2017. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Stevens Capital Management reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Stevens Capital Management sold 3,428 Zions Bancorporation shares in Q1 2026, an estimated $201K.
  • Stevens Capital Management first reported a position in Zions Bancorporation in Q3 2013 and held it in 14 quarters.
  • Stevens Capital Management's Zions Bancorporation position peaked at $10.4M in Q3 2017.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.