Triumph Capital Management
ZION icon

Triumph Capital Management’s Zions Bancorporation ZION Stock Holding History

Triumph Capital Management’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
Q3 		$18.8K Hold
300
– – ﹤0.01% 996
2026
Q2 		$20.8K Hold
300
– – ﹤0.01% 927
2026
Q1 		$17.3K Hold
300
– – ﹤0.01% 941
2025
Q4 		$17.6K Buy
+300
New +$16.3K ﹤0.01% 905
2023
Q3 		– Sell
-7,587
Closed -$204K – 257
2023
Q2 		$204K Buy
+7,587
New +$210K 0.09% 209

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Triumph Capital Management's ZION Position: Q3 2026 in Review

Triumph Capital Management held its Zions Bancorporation (ZION) position steady in Q3 2026 at 300 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Triumph Capital Management first reported a position in ZION in Q2 2023 and has held it in 5 quarters since. The position peaked at $204K in Q2 2023. 312 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Triumph Capital Management held 300 shares of Zions Bancorporation worth $18.8K as of Q3 2026.
  • Triumph Capital Management left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #996 holding.
  • Triumph Capital Management first reported a position in Zions Bancorporation in Q2 2023 and has held it in 5 quarters since.
  • Triumph Capital Management's Zions Bancorporation position peaked at $204K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.