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HUB Investment Partners’s Zions Bancorporation ZION Stock Holding History

HUB Investment 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
Q1 		$448K Buy
7,774
+2,403
+45% +$142K 0.01% 617
2025
Q4 		$314K Buy
5,371
+1,355
+34% +$73.8K 0.01% 653
2025
Q3 		$227K Buy
+4,016
New +$223K 0.01% 647

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

HUB Investment Partners's ZION Position: Q1 2026 in Review

HUB Investment Partners increased its Zions Bancorporation (ZION) stake by 45% in Q1 2026, buying an estimated $142K and bringing the position to 7,774 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #617.

HUB Investment Partners first reported a position in ZION in Q3 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • HUB Investment Partners held 7,774 shares of Zions Bancorporation worth $448K as of Q1 2026.
  • HUB Investment Partners bought 2,403 Zions Bancorporation shares in Q1 2026, an estimated $142K.
  • Zions Bancorporation made up 0.01% of HUB Investment Partners's portfolio in Q1 2026, its #617 holding.
  • HUB Investment Partners first reported a position in Zions Bancorporation in Q3 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.