YCM
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Yousif Capital Management’s Zions Bancorporation ZION Stock Holding History

Yousif Capital 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 		$2.97M Sell
42,906
-2,762
-6% -$174K 0.03% 507
2026
Q1 		$2.63M Sell
45,668
-2,576
-5% -$152K 0.03% 543
2025
Q4 		$2.85M Sell
48,244
-1,130
-2% -$61.5K 0.03% 540
2025
Q3 		$2.79M Sell
49,374
-3,748
-7% -$209K 0.03% 553
2025
Q2 		$2.76M Sell
53,122
-1,129
-2% -$53K 0.03% 561
2025
Q1 		$2.7M Sell
54,251
-1,300
-2% -$70K 0.03% 549
2024
Q4 		$3.01M Sell
55,551
-1,965
-3% -$108K 0.03% 523
2024
Q3 		$2.72M Sell
57,516
-7,823
-12% -$370K 0.03% 592
2024
Q2 		$2.83M Sell
65,339
-6,273
-9% -$265K 0.03% 568
2024
Q1 		$3.11M Buy
71,612
+45,451
+174% +$1.87M 0.03% 567
2023
Q4 		$1.15M Buy
26,161
+310
+1% +$11.2K 0.01% 1153
2023
Q3 		$902K Sell
25,851
-457
-2% -$15.9K 0.01% 1192
2023
Q2 		$707K Buy
26,308
+834
+3% +$23.1K 0.01% 1335
2023
Q1 		$762K Sell
25,474
-1,045
-4% -$47.8K 0.01% 1286
2022
Q4 		$1.3M Buy
26,519
+699
+3% +$35K 0.02% 1027
2022
Q3 		$1.31M Sell
25,820
-629
-2% -$34.4K 0.02% 1027
2022
Q2 		$1.35M Sell
26,449
-890
-3% -$50.6K 0.02% 1064
2022
Q1 		$1.79M Sell
27,339
-130
-0.5% -$8.89K 0.02% 1019
2021
Q4 		$1.74M Buy
+27,469
New +$1.75M 0.02% 1080

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Yousif Capital Management's ZION Position: Q2 2026 in Review

Yousif Capital Management reduced its Zions Bancorporation (ZION) stake by 6% in Q2 2026, selling an estimated $174K and leaving 42,906 shares worth $2.97M. The position accounts for 0.03% of the portfolio, ranked #507.

Yousif Capital Management first reported a position in ZION in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.11M in Q1 2024. 60 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Yousif Capital Management held 42,906 shares of Zions Bancorporation worth $2.97M as of Q2 2026.
  • Yousif Capital Management sold 2,762 Zions Bancorporation shares in Q2 2026, an estimated $174K.
  • Zions Bancorporation made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #507 holding.
  • Yousif Capital Management first reported a position in Zions Bancorporation in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Zions Bancorporation position peaked at $3.11M in Q1 2024.
  • 60 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.