VF
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Vest Financial’s Zions Bancorporation ZION Stock Holding History

Vest Financial’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 		$8.74M Buy
126,367
+31,368
+33% +$1.98M 0.09% 175
2026
Q1 		$5.47M Buy
94,999
+38,579
+68% +$2.27M 0.07% 229
2025
Q4 		$3.3M Buy
56,420
+31,798
+129% +$1.73M 0.04% 273
2025
Q3 		$1.39M Buy
+24,622
New +$1.37M 0.02% 329
2025
Q1 		– Sell
-45,663
Closed -$2.48M – 420
2024
Q4 		$2.48M Buy
45,663
+14,330
+46% +$785K 0.04% 148
2024
Q3 		$1.48M Buy
31,333
+4,411
+16% +$209K 0.03% 185
2024
Q2 		$1.17M Buy
26,922
+6,080
+29% +$257K 0.03% 132
2024
Q1 		$905K Buy
20,842
+15,379
+282% +$634K 0.02% 146
2023
Q4 		$240K Buy
+5,463
New +$197K 0.01% 171

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

Vest Financial's ZION Position: Q2 2026 in Review

Vest Financial increased its Zions Bancorporation (ZION) stake by 33% in Q2 2026, buying an estimated $1.98M and bringing the position to 126,367 shares worth $8.74M. The position accounts for 0.09% of the portfolio, ranked #175.

Vest Financial first reported a position in ZION in Q4 2023 and has held it in 9 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Vest Financial held 126,367 shares of Zions Bancorporation worth $8.74M as of Q2 2026.
  • Vest Financial bought 31,368 Zions Bancorporation shares in Q2 2026, an estimated $1.98M.
  • Zions Bancorporation made up 0.09% of Vest Financial's portfolio in Q2 2026, its #175 holding.
  • Vest Financial first reported a position in Zions Bancorporation in Q4 2023 and has held it in 9 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.