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 Q3	$6.85M	Sell	109,346 -11,875	-10%	-$816K	0.16%	102
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Seizert Capital Partners Birmingham, Michigan $2.3B AUM 16.06% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Grimes & Company's ZION Position: Q3 2026 in Review

Grimes & Company reduced its Zions Bancorporation (ZION) stake by 9.8% in Q3 2026, selling an estimated $816K and leaving 109,346 shares worth $6.85M. The position accounts for 0.16% of the portfolio, ranked #102.

Grimes & Company first reported a position in ZION in Q2 2025 and has held it in 6 quarters since. The position peaked at $8.39M in Q2 2026. 205 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Grimes & Company held 109,346 shares of Zions Bancorporation worth $6.85M as of Q3 2026.
Grimes & Company sold 11,875 Zions Bancorporation shares in Q3 2026, an estimated $816K.
Zions Bancorporation made up 0.16% of Grimes & Company's portfolio in Q3 2026, its #102 holding.
Grimes & Company first reported a position in Zions Bancorporation in Q2 2025 and has held it in 6 quarters since.
Grimes & Company's Zions Bancorporation position peaked at $8.39M in Q2 2026.
205 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.