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iSAM Funds (UK)’s Zions Bancorporation ZION Stock Holding History

iSAM Funds (UK)’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 		$989K Buy
+14,300
New +$902K 0.7% 31
2025
Q4 		– Sell
-2,544
Closed -$144K – 741
2025
Q3 		$144K Buy
+2,544
New +$142K 0.03% 452
2024
Q4 		– Sell
-4,793
Closed -$226K – 423
2024
Q3 		$226K Buy
+4,793
New +$227K 0.13% 254

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

iSAM Funds (UK)'s ZION Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in Zions Bancorporation (ZION) in Q2 2026: 14,300 shares worth $989K. The stake represents 0.7% of the portfolio and ranks #31 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in ZION as recently as Q3 2025.

iSAM Funds (UK) first reported a position in ZION in Q3 2024 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • iSAM Funds (UK) held 14,300 shares of Zions Bancorporation worth $989K as of Q2 2026.
  • Zions Bancorporation was a new iSAM Funds (UK) position in Q2 2026.
  • Zions Bancorporation made up 0.7% of iSAM Funds (UK)'s portfolio in Q2 2026, its #31 holding.
  • iSAM Funds (UK) first reported a position in Zions Bancorporation in Q3 2024 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.