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Cromwell Holdings’s Zions Bancorporation ZION Stock Holding History

Cromwell Holdings’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 		$34K Buy
491
+19
+4% +$1.2K 0.02% 533
2026
Q1 		$27.2K Buy
472
+11
+2% +$648 0.02% 535
2025
Q4 		$27K Hold
461
– – 0.01% 544
2025
Q3 		$26.1K Hold
461
– – 0.01% 561
2025
Q2 		$23.9K Hold
461
– – 0.01% 551
2025
Q1 		$23K Buy
461
+10
+2% +$538 0.01% 552
2024
Q4 		$24.5K Hold
451
– – 0.01% 566
2024
Q3 		$21.3K Hold
451
– – 0.01% 569
2024
Q2 		$19.6K Buy
+451
New +$19K 0.01% 565

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

Cromwell Holdings's ZION Position: Q2 2026 in Review

Cromwell Holdings increased its Zions Bancorporation (ZION) stake by 4% in Q2 2026, buying an estimated $1.2K and bringing the position to 491 shares worth $34K. The position accounts for 0.02% of the portfolio, ranked #533.

Cromwell Holdings first reported a position in ZION in Q2 2024 and has held it in 9 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Cromwell Holdings held 491 shares of Zions Bancorporation worth $34K as of Q2 2026.
  • Cromwell Holdings bought 19 Zions Bancorporation shares in Q2 2026, an estimated $1.2K.
  • Zions Bancorporation made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #533 holding.
  • Cromwell Holdings first reported a position in Zions Bancorporation in Q2 2024 and has held it in 9 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.