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Principal Street Partners’s Zions Bancorporation ZION Stock Holding History

Principal Street 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
2026
Q2 		$8.06M Sell
116,551
-1,377
-1% -$86.8K 1.18% 21
2026
Q1 		$6.8M Sell
117,928
-1,379
-1% -$81.3K 1.11% 38
2025
Q4 		$6.98M Buy
119,307
+3,705
+3% +$202K 1.18% 25
2025
Q3 		$6.54M Sell
115,602
-14,257
-11% -$793K 1.04% 35
2025
Q2 		$6.74M Buy
129,859
+7,827
+6% +$367K 0.66% 39
2025
Q1 		$6.08M Buy
122,032
+1,667
+1% +$89.8K 1.13% 34
2024
Q4 		$6.53M Buy
120,365
+150
+0.1% +$8.22K 1.28% 24
2024
Q3 		$5.68M Sell
120,215
-193,317
-62% -$9.15M 0.93% 39
2024
Q2 		$13.6M Buy
313,532
+156,678
+100% +$6.61M 2.44% 5
2024
Q1 		$6.84M Buy
156,854
+32,683
+26% +$1.35M 1.29% 32
2023
Q4 		$5.45M Sell
124,171
-22,901
-16% -$827K 1.31% 20
2023
Q3 		$5.13M Buy
147,072
+5,674
+4% +$198K 1.02% 22
2023
Q2 		$3.8M Buy
+141,398
New +$3.92M 0.9% 49

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

Principal Street Partners's ZION Position: Q2 2026 in Review

Principal Street Partners reduced its Zions Bancorporation (ZION) stake by 1.2% in Q2 2026, selling an estimated $86.8K and leaving 116,551 shares worth $8.06M. The position accounts for 1.18% of the portfolio, ranked #21.

Principal Street Partners first reported a position in ZION in Q2 2023 and has held it in 13 quarters since. The position peaked at $13.6M in Q2 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Principal Street Partners held 116,551 shares of Zions Bancorporation worth $8.06M as of Q2 2026.
  • Principal Street Partners sold 1,377 Zions Bancorporation shares in Q2 2026, an estimated $86.8K.
  • Zions Bancorporation made up 1.18% of Principal Street Partners's portfolio in Q2 2026, its #21 holding.
  • Principal Street Partners first reported a position in Zions Bancorporation in Q2 2023 and has held it in 13 quarters since.
  • Principal Street Partners's Zions Bancorporation position peaked at $13.6M in Q2 2024.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.