Valley National Advisers’s Zions Bancorporation ZION Stock Holding History

Valley National Advisers’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	$346	Buy	+5	New	+$315	﹤0.01%	982
2024 Q3	–	Sell	-60	Closed	-$2K	–	1164
2024 Q2	$2K	Sell	60 -20	-25%	-$844	﹤0.01%	974
2024 Q1	$3K	Buy	80 +25	+45%	+$1.03K	﹤0.01%	919
2023 Q4	$2K	Buy	+55	New	+$1.99K	﹤0.01%	1004
2019 Q2	–	Sell	-15	Closed	-$694	–	796
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	709
2018 Q4	$1K	Buy	+15	New	+$699	﹤0.01%	746
2018 Q3	–	Sell	-15	Closed	-$1K	–	758
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	646
2018 Q1	$1K	Buy	+15	New	+$807	﹤0.01%	620

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

Valley National Advisers's ZION Position: Q2 2026 in Review

Valley National Advisers opened a new position in Zions Bancorporation (ZION) in Q2 2026: 5 shares worth $346. The stake represents ﹤0.01% of the portfolio and ranks #982 among its holdings. This is a return to the name: Valley National Advisers previously reported a position in ZION as recently as Q2 2024.

Valley National Advisers first reported a position in ZION in Q1 2018 and has held it in 8 quarters since. The position peaked at $3K in Q1 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Valley National Advisers held 5 shares of Zions Bancorporation worth $346 as of Q2 2026.
Zions Bancorporation was a new Valley National Advisers position in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #982 holding.
Valley National Advisers first reported a position in Zions Bancorporation in Q1 2018 and has held it in 8 quarters since.
Valley National Advisers's Zions Bancorporation position peaked at $3K in Q1 2024.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.