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Summit Securities Group’s Zions Bancorporation ZION Stock Holding History

Summit Securities Group’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
2025
Q1 		– Sell
-15,000
Closed -$814K – 1141
2024
Q4 		$814K Hold
15,000
– – 0.17% 90
2024
Q3 		$708K Hold
15,000
– – 0.19% 76
2024
Q2 		$651K Hold
15,000
– – 0.12% 89
2024
Q1 		$651K Buy
+15,000
New +$619K 0.11% 83

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Summit Securities Group's ZION Position: Q1 2026 in Review

Summit Securities Group sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 2,100 shares — an estimated $123K sold.

Summit Securities Group first reported a position in ZION in Q2 2014 and held it in 17 quarters. The position peaked at $2.15M in Q4 2023. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Summit Securities Group reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 2,100 Zions Bancorporation shares in Q1 2026, an estimated $123K.
  • Summit Securities Group first reported a position in Zions Bancorporation in Q2 2014 and held it in 17 quarters.
  • Summit Securities Group's Zions Bancorporation position peaked at $2.15M in Q4 2023.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.