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Neville Rodie & Shaw’s Zions Bancorporation ZION Stock Holding History

Neville Rodie & Shaw’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 		$365K Hold
5,280
– – 0.02% 194
2026
Q1 		$304K Hold
5,280
– – 0.02% 204
2025
Q4 		$309K Hold
5,280
– – 0.02% 205
2025
Q3 		$299K Hold
5,280
– – 0.02% 206
2025
Q2 		$274K Sell
5,280
-3,520
-40% -$165K 0.02% 214
2025
Q1 		$439K Hold
8,800
– – 0.03% 185
2024
Q4 		$477K Buy
+8,800
New +$482K 0.03% 191

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

Neville Rodie & Shaw's ZION Position: Q2 2026 in Review

Neville Rodie & Shaw held its Zions Bancorporation (ZION) position steady in Q2 2026 at 5,280 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #194.

Neville Rodie & Shaw first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. The position peaked at $477K in Q4 2024. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Neville Rodie & Shaw held 5,280 shares of Zions Bancorporation worth $365K as of Q2 2026.
  • Neville Rodie & Shaw left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.02% of Neville Rodie & Shaw's portfolio in Q2 2026, its #194 holding.
  • Neville Rodie & Shaw first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • Neville Rodie & Shaw's Zions Bancorporation position peaked at $477K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.