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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
Q2 		$708K Buy
10,235
+2,461
+32% +$155K 0.01% 565
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 $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 $3.38T AUM 44.17% 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

HUB Investment Partners's ZION Position: Q2 2026 in Review

HUB Investment Partners increased its Zions Bancorporation (ZION) stake by 32% in Q2 2026, buying an estimated $155K and bringing the position to 10,235 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #565.

HUB Investment Partners first reported a position in ZION in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • HUB Investment Partners held 10,235 shares of Zions Bancorporation worth $708K as of Q2 2026.
  • HUB Investment Partners bought 2,461 Zions Bancorporation shares in Q2 2026, an estimated $155K.
  • Zions Bancorporation made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #565 holding.
  • HUB Investment Partners first reported a position in Zions Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.