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LRI Investments’s Zions Bancorporation ZION Stock Holding History

LRI Investments’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 		$761 Buy
+11
New +$694 ﹤0.01% 1440

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

LRI Investments's ZION Position: Q2 2026 in Review

LRI Investments opened a new position in Zions Bancorporation (ZION) in Q2 2026: 11 shares worth $761. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings.

206 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • LRI Investments held 11 shares of Zions Bancorporation worth $761 as of Q2 2026.
  • Zions Bancorporation was a new LRI Investments position in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1440 holding.
  • 206 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.