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
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 $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

Grimes & Company's ZION Position: Q1 2026 in Review

Grimes & Company increased its Zions Bancorporation (ZION) stake by 0.79% in Q1 2026, buying an estimated $55.9K and bringing the position to 120,989 shares worth $6.97M. The position accounts for 0.19% of the portfolio, ranked #94.

Grimes & Company first reported a position in ZION in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.1M in Q3 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Grimes & Company held 120,989 shares of Zions Bancorporation worth $6.97M as of Q1 2026.
  • Grimes & Company bought 949 Zions Bancorporation shares in Q1 2026, an estimated $55.9K.
  • Zions Bancorporation made up 0.19% of Grimes & Company's portfolio in Q1 2026, its #94 holding.
  • Grimes & Company first reported a position in Zions Bancorporation in Q2 2025 and has held it in 4 quarters since.
  • Grimes & Company's Zions Bancorporation position peaked at $7.1M in Q3 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.