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Summit Trail Advisors’s Zions Bancorporation ZION Stock Holding History

Summit Trail 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 		$4.28M Sell
61,869
-658
-1% -$41.5K 0.05% 221
2026
Q1 		$3.6M Buy
62,527
+12,841
+26% +$757K 0.05% 239
2025
Q4 		$2.91M Buy
49,686
+2,531
+5% +$138K 0.05% 247
2025
Q3 		$2.67M Buy
47,155
+18,412
+64% +$1.02M 0.04% 301
2025
Q2 		$1.49M Buy
+28,743
New +$1.35M 0.03% 342
2024
Q4 		– Sell
-9,053
Closed -$427K – 797
2024
Q3 		$427K Sell
9,053
-363
-4% -$17.2K 0.01% 442
2024
Q2 		$408K Sell
9,416
-33
-0.3% -$1.39K 0.01% 416
2024
Q1 		$410K Buy
9,449
+101
+1% +$4.17K 0.01% 384
2023
Q4 		$410K Buy
9,348
+207
+2% +$7.48K 0.01% 320
2023
Q3 		$319K Sell
9,141
-300
-3% -$10.5K 0.01% 361
2023
Q2 		$254K Buy
9,441
+1,206
+15% +$33.5K 0.01% 411
2023
Q1 		$246K Buy
8,235
+3,064
+59% +$140K 0.01% 357
2022
Q4 		$254K Buy
5,171
+59
+1% +$2.95K 0.01% 316
2022
Q3 		$260K Sell
5,112
-185
-3% -$10.1K 0.01% 286
2022
Q2 		$270K Buy
5,297
+179
+3% +$10.2K 0.02% 296
2022
Q1 		$336K Buy
+5,118
New +$350K 0.03% 228
2018
Q1 		– Sell
-1,412
Closed -$75K – 1703
2017
Q4 		$75K Buy
+1,412
New +$67.6K 0.01% 711

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

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

Summit Trail Advisors reduced its Zions Bancorporation (ZION) stake by 1.1% in Q2 2026, selling an estimated $41.5K and leaving 61,869 shares worth $4.28M. The position accounts for 0.05% of the portfolio, ranked #221.

Summit Trail Advisors first reported a position in ZION in Q4 2017 and has held it in 17 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Summit Trail Advisors held 61,869 shares of Zions Bancorporation worth $4.28M as of Q2 2026.
  • Summit Trail Advisors sold 658 Zions Bancorporation shares in Q2 2026, an estimated $41.5K.
  • Zions Bancorporation made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #221 holding.
  • Summit Trail Advisors first reported a position in Zions Bancorporation in Q4 2017 and has held it in 17 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.