TFC Financial Management’s Zions Bancorporation ZION Stock Holding History

TFC Financial 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	$70	Hold	1	–	–	﹤0.01%	962
2026 Q1	$58	Hold	1	–	–	﹤0.01%	939
2025 Q4	$59	Hold	1	–	–	﹤0.01%	916
2025 Q3	$57	Hold	1	–	–	﹤0.01%	957
2025 Q2	$52	Hold	1	–	–	﹤0.01%	948
2025 Q1	$50	Hold	1	–	–	﹤0.01%	899
2024 Q4	$55	Hold	1	–	–	﹤0.01%	898
2024 Q3	$48	Hold	1	–	–	﹤0.01%	930
2024 Q2	$44	Sell	1 -23	-96%	-$971	﹤0.01%	921
2024 Q1	$1.04K	Buy	+24	New	+$990	﹤0.01%	547

Other funds holding ZION

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TFC Financial Management's ZION Position: Q2 2026 in Review

TFC Financial Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #962.

TFC Financial Management first reported a position in ZION in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04K in Q1 2024. 234 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

TFC Financial Management held 1 share of Zions Bancorporation worth $70 as of Q2 2026.
TFC Financial Management left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #962 holding.
TFC Financial Management first reported a position in Zions Bancorporation in Q1 2024 and has held it in 10 quarters since.
TFC Financial Management's Zions Bancorporation position peaked at $1.04K in Q1 2024.
234 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.