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Convergence Investment Partners’s Zions Bancorporation ZION Stock Holding History

Convergence Investment Partners’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 		$4.89M Buy
+70,623
New +$4.45M 0.46% 78
2025
Q4 		– Sell
-21,712
Closed -$1.23M – 305
2025
Q3 		$1.23M Buy
21,712
+531
+3% +$29.5K 0.28% 133
2025
Q2 		$1.1M Buy
21,181
+2,150
+11% +$101K 0.28% 134
2025
Q1 		$949K Sell
19,031
-12,496
-40% -$673K 0.26% 137
2024
Q4 		$1.71M Buy
+31,527
New +$1.73M 0.38% 87
2020
Q1 		– Sell
-15,213
Closed -$790K – 274
2019
Q4 		$790K Buy
15,213
+10,023
+193% +$487K 0.22% 166
2019
Q3 		$231K Sell
5,190
-1,485
-22% -$64.2K 0.06% 201
2019
Q2 		$307K Sell
6,675
-23,233
-78% -$1.07M 0.07% 194
2019
Q1 		$1.36M Buy
29,908
+14,078
+89% +$672K 0.3% 129
2018
Q4 		$645K Buy
15,830
+1,141
+8% +$53.2K 0.15% 167
2018
Q3 		$737K Sell
14,689
-32,259
-69% -$1.7M 0.15% 175
2018
Q2 		$2.47M Buy
46,948
+6,225
+15% +$344K 0.35% 115
2018
Q1 		$2.15M Sell
40,723
-10,528
-21% -$567K 0.28% 129
2017
Q4 		$2.6M Sell
51,251
-52,538
-51% -$2.52M 0.35% 106
2017
Q3 		$4.9M Buy
103,789
+7,815
+8% +$348K 0.69% 25
2017
Q2 		$4.21M Buy
95,974
+2,823
+3% +$116K 0.62% 27
2017
Q1 		$3.91M Sell
93,151
-10,829
-10% -$470K 0.55% 41
2016
Q4 		$4.47M Sell
103,980
-18,808
-15% -$693K 0.62% 33
2016
Q3 		$3.81M Sell
122,788
-43,135
-26% -$1.23M 0.56% 41
2016
Q2 		$4.17M Buy
+165,923
New +$4.4M 0.57% 47
2014
Q3 		– Sell
-30,370
Closed -$895K – 436
2014
Q2 		$895K Sell
30,370
-12,970
-30% -$381K 0.12% 258
2014
Q1 		$1.34M Buy
+43,340
New +$1.32M 0.2% 153
2013
Q4 		– Sell
-92,305
Closed -$2.53M – 412
2013
Q3 		$2.53M Buy
+92,305
New +$2.69M 0.54% 47

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

Convergence Investment Partners's ZION Position: Q2 2026 in Review

Convergence Investment Partners opened a new position in Zions Bancorporation (ZION) in Q2 2026: 70,623 shares worth $4.89M. The stake represents 0.46% of the portfolio and ranks #78 among its holdings. This is a return to the name: Convergence Investment Partners previously reported a position in ZION as recently as Q3 2025.

Convergence Investment Partners first reported a position in ZION in Q3 2013 and has held it in 23 quarters since. The position peaked at $4.9M in Q3 2017. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Convergence Investment Partners held 70,623 shares of Zions Bancorporation worth $4.89M as of Q2 2026.
  • Zions Bancorporation was a new Convergence Investment Partners position in Q2 2026.
  • Zions Bancorporation made up 0.46% of Convergence Investment Partners's portfolio in Q2 2026, its #78 holding.
  • Convergence Investment Partners first reported a position in Zions Bancorporation in Q3 2013 and has held it in 23 quarters since.
  • Convergence Investment Partners's Zions Bancorporation position peaked at $4.9M in Q3 2017.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.