GC
ZION icon

Grimes & Company’s Zions Bancorporation ZION Stock Holding History

Grimes & Company’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 		$8.39M Buy
121,221
+232
+0.2% +$14.6K 0.18% 90
2026
Q1 		$6.97M Buy
120,989
+949
+0.8% +$55.9K 0.19% 94
2025
Q4 		$7.03M Sell
120,040
-5,474
-4% -$298K 0.17% 98
2025
Q3 		$7.1M Sell
125,514
-1,906
-1% -$106K 0.18% 95
2025
Q2 		$6.62M Buy
+127,420
New +$5.98M 0.18% 104

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

Grimes & Company's ZION Position: Q2 2026 in Review

Grimes & Company increased its Zions Bancorporation (ZION) stake by 0.19% in Q2 2026, buying an estimated $14.6K and bringing the position to 121,221 shares worth $8.39M. The position accounts for 0.18% of the portfolio, ranked #90.

Grimes & Company first reported a position in ZION in Q2 2025 and has held it in 5 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Grimes & Company held 121,221 shares of Zions Bancorporation worth $8.39M as of Q2 2026.
  • Grimes & Company bought 232 Zions Bancorporation shares in Q2 2026, an estimated $14.6K.
  • Zions Bancorporation made up 0.18% of Grimes & Company's portfolio in Q2 2026, its #90 holding.
  • Grimes & Company first reported a position in Zions Bancorporation in Q2 2025 and has held it in 5 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.