TFA
ZION icon

Transamerica Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Transamerica Financial 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 		$1.16K Buy
16
+9
+129% +$567 ﹤0.01% 1458
2026
Q1 		$444 Sell
7
-1
-13% -$59 ﹤0.01% 1503
2025
Q4 		$451 Hold
8
– – ﹤0.01% 1383
2025
Q3 		$436 Hold
8
– – ﹤0.01% 1328
2025
Q2 		$401 Hold
8
– – ﹤0.01% 445
2025
Q1 		$1K Hold
8
– – ﹤0.01% 576
2024
Q4 		$1K Hold
8
– – ﹤0.01% 573
2024
Q3 		$1K Hold
8
– – ﹤0.01% 582
2024
Q2 		$1K Hold
8
– – ﹤0.01% 556
2024
Q1 		$1K Hold
8
– – ﹤0.01% 603
2023
Q4 		$1K Hold
8
– – ﹤0.01% 624
2023
Q3 		$1K Hold
8
– – ﹤0.01% 645
2023
Q2 		$1K Hold
8
– – ﹤0.01% 617
2023
Q1 		$1K Hold
8
– – ﹤0.01% 601
2022
Q4 		$1K Hold
8
– – ﹤0.01% 689
2022
Q3 		$1K Hold
8
– – ﹤0.01% 644
2022
Q2 		$1K Buy
+8
New +$455 ﹤0.01% 656
2021
Q3 		– Sell
-17
Closed -$1K – 208
2021
Q2 		$1K Sell
17
-2
-11% -$112 0.02% 200
2021
Q1 		$2K Buy
+19
New +$978 0.05% 115

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

Transamerica Financial Advisors's ZION Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Zions Bancorporation (ZION) stake by 129% in Q2 2026, buying an estimated $567 and bringing the position to 16 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Transamerica Financial Advisors first reported a position in ZION in Q1 2021 and has held it in 19 quarters since. The position peaked at $2K in Q1 2021. 598 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Transamerica Financial Advisors held 16 shares of Zions Bancorporation worth $1.16K as of Q2 2026.
  • Transamerica Financial Advisors bought 9 Zions Bancorporation shares in Q2 2026, an estimated $567.
  • Zions Bancorporation made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1458 holding.
  • Transamerica Financial Advisors first reported a position in Zions Bancorporation in Q1 2021 and has held it in 19 quarters since.
  • Transamerica Financial Advisors's Zions Bancorporation position peaked at $2K in Q1 2021.
  • 598 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.