EP
ZION icon

Edgestream Partners’s Zions Bancorporation ZION Stock Holding History

Edgestream 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 		$7.53M Sell
108,817
-90,865
-46% -$5.73M 0.22% 131
2026
Q1 		$11.5M Buy
199,682
+85,458
+75% +$5.04M 0.38% 24
2025
Q4 		$6.69M Buy
+114,224
New +$6.22M 0.19% 157
2025
Q2 		– Sell
-96,616
Closed -$4.82M – 1101
2025
Q1 		$4.82M Buy
96,616
+71,146
+279% +$3.83M 0.16% 232
2024
Q4 		$1.38M Buy
+25,470
New +$1.4M 0.06% 487
2024
Q2 		– Sell
-17,742
Closed -$770K – 1073
2024
Q1 		$770K Buy
+17,742
New +$732K 0.04% 563
2023
Q3 		– Sell
-62,730
Closed -$1.68M – 1006
2023
Q2 		$1.68M Sell
62,730
-16,113
-20% -$447K 0.15% 230
2023
Q1 		$2.36M Buy
78,843
+69,574
+751% +$3.18M 0.26% 108
2022
Q4 		$456K Sell
9,269
-1,017
-10% -$50.9K 0.05% 379
2022
Q3 		$523K Buy
+10,286
New +$563K 0.04% 337
2021
Q3 		– Sell
-4,962
Closed -$262K – 590
2021
Q2 		$262K Sell
4,962
-4,204
-46% -$235K 0.02% 410
2021
Q1 		$504K Buy
+9,166
New +$472K 0.03% 325
2020
Q2 		– Sell
-90,179
Closed -$2.41M – 340
2020
Q1 		$2.41M Buy
+90,179
New +$3.71M 0.22% 127
2019
Q3 		– Sell
-32,418
Closed -$1.49M – 321
2019
Q2 		$1.49M Buy
32,418
+9,993
+45% +$462K 0.17% 122
2019
Q1 		$1.02M Sell
22,425
-101,901
-82% -$4.86M 0.15% 131
2018
Q4 		$5.07M Buy
124,326
+20,048
+19% +$934K 0.89% 32
2018
Q3 		$5.23M Buy
+104,278
New +$5.51M 0.89% 28

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

Edgestream Partners's ZION Position: Q2 2026 in Review

Edgestream Partners reduced its Zions Bancorporation (ZION) stake by 46% in Q2 2026, selling an estimated $5.73M and leaving 108,817 shares worth $7.53M. The position accounts for 0.22% of the portfolio, ranked #131.

Edgestream Partners first reported a position in ZION in Q3 2018 and has held it in 17 quarters since. The position peaked at $11.5M in Q1 2026. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Edgestream Partners held 108,817 shares of Zions Bancorporation worth $7.53M as of Q2 2026.
  • Edgestream Partners sold 90,865 Zions Bancorporation shares in Q2 2026, an estimated $5.73M.
  • Zions Bancorporation made up 0.22% of Edgestream Partners's portfolio in Q2 2026, its #131 holding.
  • Edgestream Partners first reported a position in Zions Bancorporation in Q3 2018 and has held it in 17 quarters since.
  • Edgestream Partners's Zions Bancorporation position peaked at $11.5M in Q1 2026.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.