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Ingalls & Snyder LLC’s Zions Bancorporation ZION Stock Holding History

Ingalls & Snyder LLC’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
2024
Q4 		– Sell
-7,500
Closed -$354K – 476
2024
Q3 		$354K Hold
7,500
– – 0.01% 342
2024
Q2 		$325K Hold
7,500
– – 0.01% 330
2024
Q1 		$326K Hold
7,500
– – 0.01% 337
2023
Q4 		$329K Hold
7,500
– – 0.01% 339
2023
Q3 		$262K Buy
+7,500
New +$261K 0.01% 368

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

Ingalls & Snyder LLC's ZION Position: Q1 2026 in Review

Ingalls & Snyder LLC reduced its Zions Bancorporation (ZION) stake by 78% in Q1 2026, selling an estimated $1.7M and leaving 8,122 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #305.

Ingalls & Snyder LLC first reported a position in ZION in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Ingalls & Snyder LLC held 8,122 shares of Zions Bancorporation worth $468K as of Q1 2026.
  • Ingalls & Snyder LLC sold 28,800 Zions Bancorporation shares in Q1 2026, an estimated $1.7M.
  • Zions Bancorporation made up 0.02% of Ingalls & Snyder LLC's portfolio in Q1 2026, its #305 holding.
  • Ingalls & Snyder LLC first reported a position in Zions Bancorporation in Q3 2023 and has held it in 11 quarters since.
  • Ingalls & Snyder LLC's Zions Bancorporation position peaked at $2.16M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2026, filed 13 May 2026.