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Rothschild Investment LLC’s Zions Bancorporation ZION Stock Holding History

Rothschild Investment LLC’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 		$625K Buy
9,031
+7,186
+389% +$453K 0.02% 529
2026
Q1 		$106K Buy
1,845
+132
+8% +$7.78K 0.01% 859
2025
Q4 		$100K Sell
1,713
-1,071
-38% -$58.3K 0.01% 806
2025
Q3 		$158K Buy
2,784
+2,468
+781% +$137K 0.01% 677
2025
Q2 		$16.4K Buy
316
+15
+5% +$704 ﹤0.01% 1068
2025
Q1 		$15K Sell
301
-220
-42% -$11.8K ﹤0.01% 1076
2024
Q4 		$28.3K Hold
521
– – ﹤0.01% 921
2024
Q3 		$24.6K Sell
521
-375
-42% -$17.8K ﹤0.01% 947
2024
Q2 		$38.9K Buy
896
+745
+493% +$31.4K ﹤0.01% 812
2024
Q1 		$6.55K Buy
151
+35
+30% +$1.44K ﹤0.01% 1106
2023
Q4 		$5.09K Buy
+116
New +$4.19K ﹤0.01% 1076
2018
Q3 		– Sell
-5,261
Closed -$277K – 385
2018
Q2 		$277K Buy
+5,261
New +$290K 0.03% 314

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

Rothschild Investment LLC's ZION Position: Q2 2026 in Review

Rothschild Investment LLC increased its Zions Bancorporation (ZION) stake by 389% in Q2 2026, buying an estimated $453K and bringing the position to 9,031 shares worth $625K. The position accounts for 0.02% of the portfolio, ranked #529.

Rothschild Investment LLC first reported a position in ZION in Q2 2018 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Rothschild Investment LLC held 9,031 shares of Zions Bancorporation worth $625K as of Q2 2026.
  • Rothschild Investment LLC bought 7,186 Zions Bancorporation shares in Q2 2026, an estimated $453K.
  • Zions Bancorporation made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #529 holding.
  • Rothschild Investment LLC first reported a position in Zions Bancorporation in Q2 2018 and has held it in 12 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.