Universal-Beteiligungs- und Servicegesellschaft’s Zions Bancorporation ZION Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$13.9M	Buy	200,622 +47,292	+31%	+$2.98M	0.02%	534
2026 Q1	$8.83M	Sell	153,330 -243	-0.2%	-$14.3K	0.02%	649
2025 Q4	$8.99M	Buy	153,573 +60,566	+65%	+$3.3M	0.01%	650
2025 Q3	$5.26M	Buy	93,007 +15,502	+20%	+$863K	0.01%	849
2025 Q2	$4.03M	Sell	77,505 -4,534	-6%	-$213K	0.01%	917
2025 Q1	$4.09M	Sell	82,039 -2,815	-3%	-$152K	0.01%	883
2024 Q4	$4.6M	Buy	+84,854	New	+$4.65M	0.01%	728

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's ZION Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Zions Bancorporation (ZION) stake by 31% in Q2 2026, buying an estimated $2.98M and bringing the position to 200,622 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #534.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 200,622 shares of Zions Bancorporation worth $13.9M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 47,292 Zions Bancorporation shares in Q2 2026, an estimated $2.98M.
Zions Bancorporation made up 0.02% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #534 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.