SPC
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Spirepoint Private Client’s Zions Bancorporation ZION Stock Holding History

Spirepoint Private Client’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 		$553K Buy
7,996
+1,238
+18% +$78.1K 0.04% 191
2026
Q1 		$389K Buy
6,758
+1,045
+18% +$61.6K 0.04% 219
2025
Q4 		$334K Buy
+5,713
New +$311K 0.03% 220

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

Spirepoint Private Client's ZION Position: Q2 2026 in Review

Spirepoint Private Client increased its Zions Bancorporation (ZION) stake by 18% in Q2 2026, buying an estimated $78.1K and bringing the position to 7,996 shares worth $553K. The position accounts for 0.04% of the portfolio, ranked #191.

Spirepoint Private Client first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Spirepoint Private Client held 7,996 shares of Zions Bancorporation worth $553K as of Q2 2026.
  • Spirepoint Private Client bought 1,238 Zions Bancorporation shares in Q2 2026, an estimated $78.1K.
  • Zions Bancorporation made up 0.04% of Spirepoint Private Client's portfolio in Q2 2026, its #191 holding.
  • Spirepoint Private Client first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.