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Trask Adam Roland’s Zions Bancorporation ZION Stock Holding History

Trask Adam Roland’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 		$46.1K Buy
+800
New +$47.1K 0.04% 110

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

Trask Adam Roland's ZION Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Zions Bancorporation (ZION) in Q1 2026: 800 shares worth $46.1K. The stake represents 0.04% of the portfolio and ranks #110 among its holdings.

564 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Trask Adam Roland held 800 shares of Zions Bancorporation worth $46.1K as of Q1 2026.
  • Zions Bancorporation was a new Trask Adam Roland position in Q1 2026.
  • Zions Bancorporation made up 0.04% of Trask Adam Roland's portfolio in Q1 2026, its #110 holding.
  • 564 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.