EIP
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Easterly Investment Partners’s Zions Bancorporation ZION Stock Holding History

Easterly 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 		$5.39M Buy
77,874
+1,400
+2% +$88.3K 0.27% 80
2026
Q1 		$4.35M Sell
76,474
-3,855
-5% -$227K 0.33% 67
2025
Q4 		$4.7M Buy
80,329
+23,191
+41% +$1.26M 0.29% 81
2025
Q3 		$3.23M Sell
57,138
-4,300
-7% -$239K 0.22% 104
2025
Q2 		$3.19M Sell
61,438
-6,741
-10% -$316K 0.23% 96
2025
Q1 		$3.4M Sell
68,179
-1,000
-1% -$53.9K 0.28% 89
2024
Q4 		$3.75M Hold
69,179
– – 0.29% 94
2024
Q3 		$3.27M Buy
69,179
+31,265
+82% +$1.48M 0.26% 94
2024
Q2 		$1.64M Sell
37,914
-6,000
-14% -$253K 0.14% 122
2024
Q1 		$1.91M Sell
43,914
-26
-0.1% -$1.07K 0.15% 124
2023
Q4 		$1.93M Sell
43,940
-4,500
-9% -$163K 0.21% 110
2023
Q3 		$1.69M Buy
48,440
+2,000
+4% +$69.7K 0.19% 108
2023
Q2 		$1.25M Buy
46,440
+23,099
+99% +$641K 0.11% 137
2023
Q1 		$699K Buy
+23,341
New +$1.07M 0.06% 152

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

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

Easterly Investment Partners increased its Zions Bancorporation (ZION) stake by 1.8% in Q2 2026, buying an estimated $88.3K and bringing the position to 77,874 shares worth $5.39M. The position accounts for 0.27% of the portfolio, ranked #80.

Easterly Investment Partners first reported a position in ZION in Q1 2023 and has held it in 14 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Easterly Investment Partners held 77,874 shares of Zions Bancorporation worth $5.39M as of Q2 2026.
  • Easterly Investment Partners bought 1,400 Zions Bancorporation shares in Q2 2026, an estimated $88.3K.
  • Zions Bancorporation made up 0.27% of Easterly Investment Partners's portfolio in Q2 2026, its #80 holding.
  • Easterly Investment Partners first reported a position in Zions Bancorporation in Q1 2023 and has held it in 14 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.