Zions Bancorporation, National Association’s HEICO Corp HEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.8K	Buy	123 +31	+34%	+$9.43K	﹤0.01%	582
2026 Q1	$25.2K	Buy	92 +15	+19%	+$4.83K	﹤0.01%	684
2025 Q4	$24.9K	Buy	77 +60	+353%	+$19K	﹤0.01%	686
2025 Q3	$5.49K	Hold	17	–	–	﹤0.01%	739
2025 Q2	$5.58K	Hold	17	–	–	﹤0.01%	739
2025 Q1	$4.54K	Buy	+17	New	+$4.14K	﹤0.01%	751

Other funds holding HEI

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Zions Bancorporation, National Association increased its HEICO Corp (HEI) stake by 34% in Q2 2026, buying an estimated $9.43K and bringing the position to 123 shares worth $43.8K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Zions Bancorporation, National Association first reported a position in HEI in Q1 2025 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

Zions Bancorporation, National Association held 123 shares of HEICO Corp worth $43.8K as of Q2 2026.
Zions Bancorporation, National Association bought 31 HEICO Corp shares in Q2 2026, an estimated $9.43K.
HEICO Corp made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #582 holding.
Zions Bancorporation, National Association first reported a position in HEICO Corp in Q1 2025 and has held it in 6 quarters since.
272 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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