Squire Investment Management Company’s Zions Bancorporation ZION Stock Holding History

Squire Investment Management Company’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	$357K	Buy	+5,157	New	+$325K	0.09%	66

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Squire Investment Management Company's ZION Position: Q2 2026 in Review

Squire Investment Management Company opened a new position in Zions Bancorporation (ZION) in Q2 2026: 5,157 shares worth $357K. The stake represents 0.09% of the portfolio and ranks #66 among its holdings.

400 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Squire Investment Management Company held 5,157 shares of Zions Bancorporation worth $357K as of Q2 2026.
Zions Bancorporation was a new Squire Investment Management Company position in Q2 2026.
Zions Bancorporation made up 0.09% of Squire Investment Management Company's portfolio in Q2 2026, its #66 holding.
400 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.