V-Square Quantitative Management’s Zions Bancorporation ZION Stock Holding History

V-Square Quantitative 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	$45.5K	Buy	727 +11	+2%	+$756	﹤0.01%	593
2026 Q2	$49.5K	Hold	716	–	–	﹤0.01%	587
2026 Q1	$41.3K	Buy	716 +4	+0.6%	+$236	﹤0.01%	608
2025 Q4	$41.7K	Buy	+712	New	+$38.8K	﹤0.01%	593
2024 Q1	–	Sell	-5,803	Closed	-$255K	–	582
2023 Q4	$255K	Buy	5,803 +249	+4%	+$8.99K	0.05%	339
2023 Q3	$194K	Buy	+5,554	New	+$194K	0.09%	360

Other funds holding ZION

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

V-Square Quantitative Management's ZION Position: Q3 2026 in Review

V-Square Quantitative Management increased its Zions Bancorporation (ZION) stake by 1.5% in Q3 2026, buying an estimated $756 and bringing the position to 727 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

V-Square Quantitative Management first reported a position in ZION in Q3 2023 and has held it in 6 quarters since. The position peaked at $255K in Q4 2023. 79 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

V-Square Quantitative Management held 727 shares of Zions Bancorporation worth $45.5K as of Q3 2026.
V-Square Quantitative Management bought 11 Zions Bancorporation shares in Q3 2026, an estimated $756.
Zions Bancorporation made up ﹤0.01% of V-Square Quantitative Management's portfolio in Q3 2026, its #593 holding.
V-Square Quantitative Management first reported a position in Zions Bancorporation in Q3 2023 and has held it in 6 quarters since.
V-Square Quantitative Management's Zions Bancorporation position peaked at $255K in Q4 2023.
79 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.