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Riverwater Partners’s Zions Bancorporation ZION Stock Holding History

Riverwater 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 		$435K Buy
6,288
+58
+0.9% +$3.66K 0.13% 146
2026
Q1 		$359K Sell
6,230
-216
-3% -$12.7K 0.12% 155
2025
Q4 		$377K Hold
6,446
– – 0.15% 149
2025
Q3 		$365K Buy
6,446
+837
+15% +$46.6K 0.15% 153
2025
Q2 		$291K Buy
5,609
+911
+19% +$42.7K 0.14% 171
2025
Q1 		$234K Sell
4,698
-250
-5% -$13.5K 0.12% 186
2024
Q4 		$268K Hold
4,948
– – 0.13% 186
2024
Q3 		$226K Sell
4,948
-25
-0.5% -$1.18K 0.11% 193
2024
Q2 		$216K Sell
4,973
-335
-6% -$14.1K 0.16% 175
2024
Q1 		$230K Hold
5,308
– – 0.17% 177
2023
Q4 		$233K Buy
+5,308
New +$192K 0.18% 174
2023
Q1 		– Sell
-4,304
Closed -$212K – 213
2022
Q4 		$212K Hold
4,304
– – 0.18% 182
2022
Q3 		$219K Sell
4,304
-55
-1% -$3.01K 0.22% 161
2022
Q2 		$222K Buy
+4,359
New +$248K 0.22% 169
2022
Q1 		– Sell
-5,060
Closed -$320K – 212
2021
Q4 		$320K Buy
+5,060
New +$323K 0.28% 137

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

Riverwater Partners's ZION Position: Q2 2026 in Review

Riverwater Partners increased its Zions Bancorporation (ZION) stake by 0.93% in Q2 2026, buying an estimated $3.66K and bringing the position to 6,288 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #146.

Riverwater Partners first reported a position in ZION in Q4 2021 and has held it in 15 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Riverwater Partners held 6,288 shares of Zions Bancorporation worth $435K as of Q2 2026.
  • Riverwater Partners bought 58 Zions Bancorporation shares in Q2 2026, an estimated $3.66K.
  • Zions Bancorporation made up 0.13% of Riverwater Partners's portfolio in Q2 2026, its #146 holding.
  • Riverwater Partners first reported a position in Zions Bancorporation in Q4 2021 and has held it in 15 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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