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Zions Bancorporation, National Association’s Energy Recovery ERII Stock Holding History

Zions Bancorporation, National Association’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-63
Closed -$634 – 1656
2026
Q1 		$634 Buy
+63
New +$824 ﹤0.01% 1409

Other funds holding ERII

KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
ML
MILFAM LLC Stuart, Florida $128M AUM
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Zions Bancorporation, National Association's ERII Position: Q2 2026 in Review

Zions Bancorporation, National Association sold out of Energy Recovery (ERII) in Q2 2026, closing a stake of 63 shares — an estimated $634 sold.

Zions Bancorporation, National Association first reported a position in ERII in Q1 2026 and held it in 1 quarter. The position peaked at $634 in Q1 2026. 44 funds tracked by Wall St. Rank hold ERII as of Q2 2026.

  • Zions Bancorporation, National Association reported no remaining Energy Recovery position as of Q2 2026 after selling out during the quarter.
  • Zions Bancorporation, National Association sold 63 Energy Recovery shares in Q2 2026, an estimated $634.
  • Zions Bancorporation, National Association first reported a position in Energy Recovery in Q1 2026 and held it in 1 quarter.
  • Zions Bancorporation, National Association's Energy Recovery position peaked at $634 in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Energy Recovery as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.