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TwinBeech Capital’s Zions Bancorporation ZION Stock Holding History

TwinBeech 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 		– Sell
-5,500
Closed -$317K – 739
2026
Q1 		$317K Sell
5,500
-1,700
-24% -$100K 0.03% 442
2025
Q4 		$421K Buy
+7,200
New +$392K 0.03% 431
2025
Q3 		– Sell
-8,416
Closed -$437K – 898
2025
Q2 		$437K Buy
+8,416
New +$395K 0.01% 509
2024
Q4 		– Sell
-5,423
Closed -$256K – 976
2024
Q3 		$256K Buy
+5,423
New +$257K ﹤0.01% 623
2024
Q2 		– Sell
-78,011
Closed -$3.39M – 822
2024
Q1 		$3.39M Buy
+78,011
New +$3.22M 0.07% 271
2023
Q3 		– Sell
-7,856
Closed -$211K – 936
2023
Q2 		$211K Sell
7,856
-111,756
-93% -$3.1M ﹤0.01% 556
2023
Q1 		$3.58M Sell
119,612
-89,693
-43% -$4.1M 0.07% 291
2022
Q4 		$10.3M Buy
209,305
+132,470
+172% +$6.63M 0.2% 147
2022
Q3 		$3.91M Buy
+76,835
New +$4.2M 0.1% 232

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

TwinBeech Capital's ZION Position: Q2 2026 in Review

TwinBeech Capital sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 5,500 shares — an estimated $317K sold.

TwinBeech Capital first reported a position in ZION in Q3 2022 and held it in 9 quarters. The position peaked at $10.3M in Q4 2022. 601 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • TwinBeech Capital reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 5,500 Zions Bancorporation shares in Q2 2026, an estimated $317K.
  • TwinBeech Capital first reported a position in Zions Bancorporation in Q3 2022 and held it in 9 quarters.
  • TwinBeech Capital's Zions Bancorporation position peaked at $10.3M in Q4 2022.
  • 601 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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