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Freestone Grove Partners’s Zions Bancorporation ZION Stock Holding History

Freestone Grove 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 		$51.3M Sell
741,232
-298,876
-29% -$18.8M 0.33% 81
2026
Q1 		$59.9M Buy
+1,040,108
New +$61.3M 0.42% 63
2025
Q3 		– Sell
-205,292
Closed -$10.7M – 927
2025
Q2 		$10.7M Sell
205,292
-1,007,915
-83% -$47.3M 0.08% 273
2025
Q1 		$60.5M Buy
1,213,207
+270,977
+29% +$14.6M 0.62% 38
2024
Q4 		$51.1M Buy
+942,230
New +$51.6M 0.63% 45

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

Freestone Grove Partners's ZION Position: Q2 2026 in Review

Freestone Grove Partners reduced its Zions Bancorporation (ZION) stake by 29% in Q2 2026, selling an estimated $18.8M and leaving 741,232 shares worth $51.3M. The position accounts for 0.33% of the portfolio, ranked #81.

Freestone Grove Partners first reported a position in ZION in Q4 2024 and has held it in 5 quarters since. The position peaked at $60.5M in Q1 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Freestone Grove Partners held 741,232 shares of Zions Bancorporation worth $51.3M as of Q2 2026.
  • Freestone Grove Partners sold 298,876 Zions Bancorporation shares in Q2 2026, an estimated $18.8M.
  • Zions Bancorporation made up 0.33% of Freestone Grove Partners's portfolio in Q2 2026, its #81 holding.
  • Freestone Grove Partners first reported a position in Zions Bancorporation in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's Zions Bancorporation position peaked at $60.5M in Q1 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.