CPIG
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Chicago Partners Investment Group’s Zions Bancorporation ZION Stock Holding History

Chicago Partners Investment 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 		$1.36M Buy
19,700
+2,081
+12% +$131K 0.03% 513
2026
Q1 		$1.09M Buy
17,619
+3,917
+29% +$231K 0.02% 505
2025
Q4 		$810K Buy
13,702
+2,752
+25% +$150K 0.02% 531
2025
Q3 		$572K Buy
10,950
+2,463
+29% +$137K 0.02% 627
2025
Q2 		$480K Buy
8,487
+1,100
+15% +$51.6K 0.01% 619
2025
Q1 		$335K Buy
7,387
+2,135
+41% +$115K 0.01% 648
2024
Q4 		$288K Buy
5,252
+343
+7% +$18.8K 0.01% 675
2024
Q3 		$255K Buy
4,909
+450
+10% +$21.3K 0.01% 675
2024
Q2 		$231K Buy
+4,459
New +$188K 0.01% 677
2023
Q1 		– Sell
-4,097
Closed -$224K – 693
2022
Q4 		$224K Sell
4,097
-34
-0.8% -$1.7K 0.01% 555
2022
Q3 		$206K Sell
4,131
-41
-1% -$2.24K 0.01% 530
2022
Q2 		$228K Buy
4,172
+80
+2% +$4.55K 0.02% 507
2022
Q1 		$217K Sell
4,092
-30
-0.7% -$2.05K 0.02% 496
2021
Q4 		$298K Buy
4,122
+61
+2% +$3.9K 0.02% 440
2021
Q3 		$268K Sell
4,061
-116
-3% -$6.37K 0.02% 466
2021
Q2 		$215K Sell
4,177
-543
-12% -$30.4K 0.02% 490
2021
Q1 		$258K Buy
4,720
+1
+0% +$51 0.02% 435
2020
Q4 		$227K Buy
+4,719
New +$174K 0.02% 417
2020
Q1 		– Sell
-4,698
Closed -$238K – 380
2019
Q4 		$238K Buy
4,698
+59
+1% +$2.86K 0.03% 317
2019
Q3 		$220K Buy
4,639
+33
+0.7% +$1.43K 0.03% 305
2019
Q2 		$208K Hold
4,606
– – 0.03% 302
2019
Q1 		$218K Buy
+4,606
New +$220K 0.03% 282

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 $3.38T AUM 44.17% 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

Chicago Partners Investment Group's ZION Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Zions Bancorporation (ZION) stake by 12% in Q2 2026, buying an estimated $131K and bringing the position to 19,700 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #513.

Chicago Partners Investment Group first reported a position in ZION in Q1 2019 and has held it in 22 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Chicago Partners Investment Group held 19,700 shares of Zions Bancorporation worth $1.36M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,081 Zions Bancorporation shares in Q2 2026, an estimated $131K.
  • Zions Bancorporation made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #513 holding.
  • Chicago Partners Investment Group first reported a position in Zions Bancorporation in Q1 2019 and has held it in 22 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.