IP
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Interval Partners’s Zions Bancorporation ZION Stock Holding History

Interval 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 		$18.4M Buy
266,355
+38,333
+17% +$2.42M 0.48% 69
2026
Q1 		$13.1M Sell
228,022
-173,501
-43% -$10.2M 0.34% 81
2025
Q4 		$23.5M Sell
401,523
-27,218
-6% -$1.48M 0.42% 71
2025
Q3 		$24.3M Buy
428,741
+99,284
+30% +$5.52M 0.4% 62
2025
Q2 		$17.1M Buy
329,457
+17,473
+6% +$820K 0.29% 91
2025
Q1 		$15.6M Buy
+311,984
New +$16.8M 0.33% 63
2024
Q3 		– Sell
-241,001
Closed -$10.5M – 471
2024
Q2 		$10.5M Buy
241,001
+171,001
+244% +$7.22M 0.23% 104
2024
Q1 		$3.04M Buy
+70,000
New +$2.89M 0.09% 215
2023
Q4 		– Sell
-30,794
Closed -$1.07M – 390
2023
Q3 		$1.07M Buy
+30,794
New +$1.07M 0.03% 266
2023
Q1 		– Sell
-169,771
Closed -$7.77M – 352
2022
Q4 		$8.35M Sell
169,771
-109,034
-39% -$5.45M 0.5% 62
2022
Q3 		$14.2M Buy
278,805
+237,759
+579% +$13M 0.63% 48
2022
Q2 		$2.09M Buy
+41,046
New +$2.33M 0.11% 183
2021
Q1 		– Sell
-21,737
Closed -$944K – 331
2020
Q4 		$944K Buy
+21,737
New +$804K 0.04% 201
2017
Q4 		– Sell
-116,897
Closed -$5.51M – 244
2017
Q3 		$5.51M Sell
116,897
-119,297
-51% -$5.31M 0.25% 93
2017
Q2 		$10.4M Buy
+236,194
New +$9.73M 0.45% 72
2016
Q4 		– Sell
-86,767
Closed -$2.69M – 215
2016
Q3 		$2.69M Sell
86,767
-280,237
-76% -$7.96M 0.17% 114
2016
Q2 		$9.22M Buy
367,004
+310,049
+544% +$8.23M 0.62% 47
2016
Q1 		$1.38M Sell
56,955
-44,896
-44% -$1.03M 0.12% 130
2015
Q4 		$2.78M Buy
101,851
+38,297
+60% +$1.1M 0.26% 89
2015
Q3 		$1.75M Sell
63,554
-28,015
-31% -$831K 0.22% 95
2015
Q2 		$2.91M Buy
91,569
+45,817
+100% +$1.35M 0.31% 74
2015
Q1 		$1.24M Sell
45,752
-4,248
-8% -$111K 0.15% 102
2014
Q4 		$1.43M Buy
+50,000
New +$1.41M 0.22% 87

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 $3.37T AUM 44.26% 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

Interval Partners's ZION Position: Q2 2026 in Review

Interval Partners increased its Zions Bancorporation (ZION) stake by 17% in Q2 2026, buying an estimated $2.42M and bringing the position to 266,355 shares worth $18.4M. The position accounts for 0.48% of the portfolio, ranked #69.

Interval Partners first reported a position in ZION in Q4 2014 and has held it in 23 quarters since. The position peaked at $24.3M in Q3 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Interval Partners held 266,355 shares of Zions Bancorporation worth $18.4M as of Q2 2026.
  • Interval Partners bought 38,333 Zions Bancorporation shares in Q2 2026, an estimated $2.42M.
  • Zions Bancorporation made up 0.48% of Interval Partners's portfolio in Q2 2026, its #69 holding.
  • Interval Partners first reported a position in Zions Bancorporation in Q4 2014 and has held it in 23 quarters since.
  • Interval Partners's Zions Bancorporation position peaked at $24.3M in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Interval Partners's 13F filing for Q2 2026, filed 14 Aug 2026.