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
2025 Q4	–	Sell	-158,700	Closed	-$8.98M	–	487
2025 Q3	$8.98M	Buy	158,700 +78,000	+97%	+$4.34M	0.15%	148
2025 Q2	$4.19M	Sell	80,700 -4,400	-5%	-$206K	0.07%	219
2025 Q1	$4.24M	Buy	+85,100	New	+$4.58M	0.09%	194
2023 Q2	–	Sell	-70,000	Closed	-$2.1M	–	355
2023 Q1	$2.1M	Buy	+70,000	New	+$3.2M	0.08%	195
2022 Q2	–	Sell	-31,700	Closed	-$2.08M	–	351
2022 Q1	$2.08M	Buy	+31,700	New	+$2.17M	0.1%	198
2020 Q2	–	Sell	-48,300	Closed	-$1.29M	–	288
2020 Q1	$1.29M	Buy	+48,300	New	+$1.99M	0.1%	139
2016 Q3	–	Sell	-40,000	Closed	-$1M	–	194
2016 Q2	$1M	Buy	+40,000	New	+$1.06M	0.07%	129

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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.