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Valeo Financial Advisors’s Zions Bancorporation ZION Stock Holding History

Valeo 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
Q1 		– Sell
-6,099
Closed -$357K – 898
2025
Q4 		$357K Buy
+6,099
New +$332K 0.01% 563
2021
Q2 		– Sell
-2,598
Closed -$143K – 1879
2021
Q1 		$143K Buy
+2,598
New +$134K 0.01% 528
2020
Q3 		– Sell
-1,869
Closed -$64K – 2183
2020
Q2 		$64K Buy
+1,869
New +$59.2K 0.01% 640
2020
Q1 		– Sell
-898
Closed -$47K – 1939
2019
Q4 		$47K Sell
898
-45
-5% -$2.18K ﹤0.01% 678
2019
Q3 		$42K Buy
943
+45
+5% +$1.95K ﹤0.01% 662
2019
Q2 		$41K Buy
898
+295
+49% +$13.6K ﹤0.01% 668
2019
Q1 		$27K Hold
603
– – ﹤0.01% 698
2018
Q4 		$25K Hold
603
– – ﹤0.01% 649
2018
Q3 		$28K Sell
603
-494
-45% -$26.1K ﹤0.01% 676
2018
Q2 		$58K Buy
1,097
+262
+31% +$14.5K 0.01% 514
2018
Q1 		$44K Buy
835
+80
+11% +$4.3K 0.01% 517
2017
Q4 		$38K Buy
+755
New +$36.2K 0.01% 529

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 $3.38T AUM 44.17% 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

Valeo Financial Advisors's ZION Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 6,099 shares — an estimated $357K sold.

Valeo Financial Advisors first reported a position in ZION in Q4 2017 and held it in 12 quarters. The position peaked at $357K in Q4 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 6,099 Zions Bancorporation shares in Q1 2026, an estimated $357K.
  • Valeo Financial Advisors first reported a position in Zions Bancorporation in Q4 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Zions Bancorporation position peaked at $357K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.