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Essex LLC’s Zions Bancorporation ZION Stock Holding History

Essex LLC’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 		$350K Buy
5,060
+400
+9% +$25.2K 0.05% 138
2026
Q1 		$269K Sell
4,660
-4
-0.1% -$236 0.05% 152
2025
Q4 		$273K Buy
4,664
+4
+0.1% +$218 0.05% 152
2025
Q3 		$264K Buy
+4,660
New +$259K 0.05% 151

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 $3.38T AUM 44.17% 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

Essex LLC's ZION Position: Q2 2026 in Review

Essex LLC increased its Zions Bancorporation (ZION) stake by 8.6% in Q2 2026, buying an estimated $25.2K and bringing the position to 5,060 shares worth $350K. The position accounts for 0.05% of the portfolio, ranked #138.

Essex LLC first reported a position in ZION in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Essex LLC held 5,060 shares of Zions Bancorporation worth $350K as of Q2 2026.
  • Essex LLC bought 400 Zions Bancorporation shares in Q2 2026, an estimated $25.2K.
  • Zions Bancorporation made up 0.05% of Essex LLC's portfolio in Q2 2026, its #138 holding.
  • Essex LLC first reported a position in Zions Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Essex LLC's 13F filing for Q2 2026, filed 24 Jul 2026.