IC
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IEQ Capital’s Zions Bancorporation ZION Stock Holding History

IEQ Capital’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 		$7.08M Buy
122,839
+78,452
+177% +$4.62M 0.03% 428
2025
Q4 		$2.6M Sell
44,387
-64,077
-59% -$3.49M 0.01% 705
2025
Q3 		$6.14M Buy
108,464
+27,446
+34% +$1.53M 0.02% 434
2025
Q2 		$4.21M Sell
81,018
-70,779
-47% -$3.32M 0.03% 458
2025
Q1 		$7.57M Buy
151,797
+99,205
+189% +$5.34M 0.06% 242
2024
Q4 		$2.85M Buy
52,592
+30,635
+140% +$1.68M 0.03% 413
2024
Q3 		$1.04M Buy
21,957
+366
+2% +$17.3K 0.01% 536
2024
Q2 		$936K Sell
21,591
-54
-0.2% -$2.28K 0.01% 493
2024
Q1 		$939K Buy
21,645
+640
+3% +$26.4K 0.01% 475
2023
Q4 		$921K Buy
21,005
+5,881
+39% +$212K 0.02% 441
2023
Q3 		$528K Buy
15,124
+6,466
+75% +$225K 0.01% 552
2023
Q2 		$233K Buy
+8,658
New +$240K ﹤0.01% 767
2022
Q4 		– Sell
-6,582
Closed -$335K – 904
2022
Q3 		$335K Buy
6,582
+805
+14% +$44K 0.01% 638
2022
Q2 		$294K Sell
5,777
-11
-0.2% -$625 0.01% 612
2022
Q1 		$379K Buy
5,788
+570
+11% +$39K 0.01% 577
2021
Q4 		$330K Sell
5,218
-304
-6% -$19.4K 0.01% 562
2021
Q3 		$342K Buy
5,522
+1,617
+41% +$88.8K 0.01% 526
2021
Q2 		$206K Buy
+3,905
New +$219K 0.01% 581

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

IEQ Capital's ZION Position: Q1 2026 in Review

IEQ Capital increased its Zions Bancorporation (ZION) stake by 177% in Q1 2026, buying an estimated $4.62M and bringing the position to 122,839 shares worth $7.08M. The position accounts for 0.03% of the portfolio, ranked #428.

IEQ Capital first reported a position in ZION in Q2 2021 and has held it in 18 quarters since. The position peaked at $7.57M in Q1 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • IEQ Capital held 122,839 shares of Zions Bancorporation worth $7.08M as of Q1 2026.
  • IEQ Capital bought 78,452 Zions Bancorporation shares in Q1 2026, an estimated $4.62M.
  • Zions Bancorporation made up 0.03% of IEQ Capital's portfolio in Q1 2026, its #428 holding.
  • IEQ Capital first reported a position in Zions Bancorporation in Q2 2021 and has held it in 18 quarters since.
  • IEQ Capital's Zions Bancorporation position peaked at $7.57M in Q1 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.