Convergence Investment Partners, LLC
Position in ZION — Zions Bancorporation, National Association /Ut/
CIK 1456133
PALM BEACH GARDENS, FL
Position in ZION
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,886,405
+$3,657,941 QoQ
Shares Held
70,623
+225.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#19
of 244 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZION Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Convergence Investment Partners, LLC holds $34,528,695 across 9 Banks - Regional names. ZION ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,156 | $6,932,570 | |
| 2 | ZION |
Zions Bancorporation, National Association /Ut/
This page
|
70,623 | $4,886,405 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
63,472 | $4,447,483 | |
| 4 | CATY |
Cathay General Bancorp
|
71,716 | $4,445,674 | |
| 5 | FBP |
First Bancorp /Pr/
|
149,368 | $3,894,023 | |
| 6 | WTFC |
Wintrust Financial Corp
|
23,992 | $3,855,994 | |
| 7 | USB |
US Bancorp De
|
38,044 | $2,297,857 | |
| 8 | FITB |
Fifth Third Bancorp
|
37,273 | $2,101,079 |
All Filings in ZION
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,886,405 | 70,623 | Shares | Sole | 2026-07-31 | |
| 2025-09-30 | $1,228,464 | 21,712 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,100,141 | 21,181 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $948,885 | 19,031 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,710,339 | 31,527 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||