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Wharton Business Group’s Zions Bancorporation ZION Stock Holding History

Wharton Business Group’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 		$309K Hold
4,460
– – 0.01% 118
2026
Q1 		$257K Hold
4,460
– – 0.01% 126
2025
Q4 		$261K Hold
4,460
– – 0.01% 124
2025
Q3 		$252K Hold
4,460
– – 0.01% 126
2025
Q2 		$232K Hold
4,460
– – 0.01% 128
2025
Q1 		$222K Hold
4,460
– – 0.01% 127
2024
Q4 		$242K Hold
4,460
– – 0.01% 124
2024
Q3 		$211K Buy
+4,460
New +$211K 0.01% 134

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

Wharton Business Group's ZION Position: Q2 2026 in Review

Wharton Business Group held its Zions Bancorporation (ZION) position steady in Q2 2026 at 4,460 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #118.

Wharton Business Group first reported a position in ZION in Q3 2024 and has held it in 8 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Wharton Business Group held 4,460 shares of Zions Bancorporation worth $309K as of Q2 2026.
  • Wharton Business Group left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #118 holding.
  • Wharton Business Group first reported a position in Zions Bancorporation in Q3 2024 and has held it in 8 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.