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Pallas Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Pallas Capital Advisors’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 		$484K Sell
6,999
-600
-8% -$37.8K 0.01% 578
2026
Q1 		$438K Sell
7,599
-195
-3% -$11.5K 0.02% 537
2025
Q4 		$456K Sell
7,794
-204
-3% -$11.1K 0.02% 560
2025
Q3 		$453K Buy
7,998
+39
+0.5% +$2.17K 0.02% 545
2025
Q2 		$413K Sell
7,959
-6,124
-43% -$287K 0.02% 563
2025
Q1 		$702K Buy
+14,083
New +$758K 0.03% 379

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 $3.38T AUM 44.17% 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

Pallas Capital Advisors's ZION Position: Q2 2026 in Review

Pallas Capital Advisors reduced its Zions Bancorporation (ZION) stake by 7.9% in Q2 2026, selling an estimated $37.8K and leaving 6,999 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #578.

Pallas Capital Advisors first reported a position in ZION in Q1 2025 and has held it in 6 quarters since. The position peaked at $702K in Q1 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Pallas Capital Advisors held 6,999 shares of Zions Bancorporation worth $484K as of Q2 2026.
  • Pallas Capital Advisors sold 600 Zions Bancorporation shares in Q2 2026, an estimated $37.8K.
  • Zions Bancorporation made up 0.01% of Pallas Capital Advisors's portfolio in Q2 2026, its #578 holding.
  • Pallas Capital Advisors first reported a position in Zions Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • Pallas Capital Advisors's Zions Bancorporation position peaked at $702K in Q1 2025.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.