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SummitTX Capital’s Zions Bancorporation ZION Stock Holding History

SummitTX Capital’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 		$21.9M Buy
316,241
+303,935
+2,470% +$19.2M 0.56% 21
2026
Q1 		$709K Sell
12,306
-11,633
-49% -$685K 0.02% 515
2025
Q4 		$1.4M Buy
23,939
+7,074
+42% +$385K 0.04% 357
2025
Q3 		$954K Buy
16,865
+12,785
+313% +$711K 0.04% 396
2025
Q2 		$212K Sell
4,080
-9,637
-70% -$452K 0.01% 687
2025
Q1 		$684K Buy
+13,717
New +$739K 0.03% 481

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

SummitTX Capital's ZION Position: Q2 2026 in Review

SummitTX Capital increased its Zions Bancorporation (ZION) stake by 2,470% in Q2 2026, buying an estimated $19.2M and bringing the position to 316,241 shares worth $21.9M. The position accounts for 0.56% of the portfolio, ranked #21.

SummitTX Capital first reported a position in ZION in Q1 2025 and has held it in 6 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • SummitTX Capital held 316,241 shares of Zions Bancorporation worth $21.9M as of Q2 2026.
  • SummitTX Capital bought 303,935 Zions Bancorporation shares in Q2 2026, an estimated $19.2M.
  • Zions Bancorporation made up 0.56% of SummitTX Capital's portfolio in Q2 2026, its #21 holding.
  • SummitTX Capital first reported a position in Zions Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.