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Wakefield Asset Management’s Zions Bancorporation ZION Stock Holding History

Wakefield Asset Management’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 		$583K Buy
+8,428
New +$531K 0.13% 178
2020
Q1 		– Sell
-6,561
Closed -$341K – 214
2019
Q4 		$341K Buy
+6,561
New +$318K 0.14% 136
2019
Q2 		– Sell
-2,971
Closed -$135K – 238
2019
Q1 		$135K Buy
+2,971
New +$142K 0.05% 155

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

Wakefield Asset Management's ZION Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in Zions Bancorporation (ZION) in Q2 2026: 8,428 shares worth $583K. The stake represents 0.13% of the portfolio and ranks #178 among its holdings. This is a return to the name: Wakefield Asset Management previously reported a position in ZION as recently as Q4 2019.

Wakefield Asset Management first reported a position in ZION in Q1 2019 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Wakefield Asset Management held 8,428 shares of Zions Bancorporation worth $583K as of Q2 2026.
  • Zions Bancorporation was a new Wakefield Asset Management position in Q2 2026.
  • Zions Bancorporation made up 0.13% of Wakefield Asset Management's portfolio in Q2 2026, its #178 holding.
  • Wakefield Asset Management first reported a position in Zions Bancorporation in Q1 2019 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Wakefield Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.