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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Edgestream Partners's ZION Position: Q1 2026 in Review

Edgestream Partners increased its Zions Bancorporation (ZION) stake by 75% in Q1 2026, buying an estimated $5.04M and bringing the position to 199,682 shares worth $11.5M. The position accounts for 0.38% of the portfolio, ranked #24.

Edgestream Partners first reported a position in ZION in Q3 2018 and has held it in 16 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Edgestream Partners held 199,682 shares of Zions Bancorporation worth $11.5M as of Q1 2026.
  • Edgestream Partners bought 85,458 Zions Bancorporation shares in Q1 2026, an estimated $5.04M.
  • Zions Bancorporation made up 0.38% of Edgestream Partners's portfolio in Q1 2026, its #24 holding.
  • Edgestream Partners first reported a position in Zions Bancorporation in Q3 2018 and has held it in 16 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.