Zions Bancorporation, National Association’s HCI Group HCI Stock Holding History

Zions Bancorporation, National Association’s Portfolio HCI Stock Details HCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-6	Closed	-$928	–	1671
2026 Q1	$928	Buy	6 +1	+20%	+$164	﹤0.01%	1368
2025 Q4	$958	Buy	+5	New	+$942	﹤0.01%	1130

Other funds holding HCI

BWM

Base Wealth Management Lakewood Ranch, Florida $215M AUM 19.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

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

Zions Bancorporation, National Association sold out of HCI Group (HCI) in Q2 2026, closing a stake of 6 shares — an estimated $928 sold.

Zions Bancorporation, National Association first reported a position in HCI in Q4 2025 and held it in 2 quarters. The position peaked at $958 in Q4 2025. 73 funds tracked by Wall St. Rank hold HCI as of Q2 2026.

Zions Bancorporation, National Association reported no remaining HCI Group position as of Q2 2026 after selling out during the quarter.
Zions Bancorporation, National Association sold 6 HCI Group shares in Q2 2026, an estimated $928.
Zions Bancorporation, National Association first reported a position in HCI Group in Q4 2025 and held it in 2 quarters.
Zions Bancorporation, National Association's HCI Group position peaked at $958 in Q4 2025.
73 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.

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