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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Riverwater Partners's ZION Position: Q1 2026 in Review

Riverwater Partners reduced its Zions Bancorporation (ZION) stake by 3.4% in Q1 2026, selling an estimated $12.7K and leaving 6,230 shares worth $359K. The position accounts for 0.12% of the portfolio, ranked #155.

Riverwater Partners first reported a position in ZION in Q4 2021 and has held it in 14 quarters since. The position peaked at $377K in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Riverwater Partners held 6,230 shares of Zions Bancorporation worth $359K as of Q1 2026.
Riverwater Partners sold 216 Zions Bancorporation shares in Q1 2026, an estimated $12.7K.
Zions Bancorporation made up 0.12% of Riverwater Partners's portfolio in Q1 2026, its #155 holding.
Riverwater Partners first reported a position in Zions Bancorporation in Q4 2021 and has held it in 14 quarters since.
Riverwater Partners's Zions Bancorporation position peaked at $377K in Q4 2025.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.