Blue Trust Inc
ZION icon

Blue Trust Inc’s Zions Bancorporation ZION Stock Holding History

Blue Trust Inc’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 		$326K Sell
5,200
-1,263
-20% -$86.8K ﹤0.01% 620
2026
Q2 		$447K Sell
6,463
-136
-2% -$8.57K ﹤0.01% 523
2026
Q1 		$380K Buy
6,599
+291
+5% +$17.1K ﹤0.01% 570
2025
Q4 		$369K Buy
6,308
+741
+13% +$40.4K ﹤0.01% 583
2025
Q3 		$315K Sell
5,567
-756
-12% -$42.1K ﹤0.01% 640
2025
Q2 		$328K Buy
6,323
+1,374
+28% +$64.5K ﹤0.01% 600
2025
Q1 		$247K Buy
4,949
+1,331
+37% +$71.7K ﹤0.01% 633
2024
Q4 		$196K Sell
3,618
-5,344
-60% -$293K ﹤0.01% 668
2024
Q3 		$389K Buy
8,962
+4,612
+106% +$218K 0.01% 559
2024
Q2 		$189K Buy
4,350
+1,128
+35% +$47.6K ﹤0.01% 734
2024
Q1 		$140K Buy
3,222
+939
+41% +$38.7K ﹤0.01% 616
2023
Q4 		$80K Buy
2,283
+185
+9% +$6.68K ﹤0.01% 775
2023
Q3 		$56K Buy
2,098
+1,538
+275% +$53.6K ﹤0.01% 813
2023
Q2 		$17K Sell
560
-325
-37% -$9.02K ﹤0.01% 1118
2023
Q1 		$44K Buy
885
+85
+11% +$3.89K ﹤0.01% 1091
2022
Q4 		$41K Buy
800
+296
+59% +$14.8K ﹤0.01% 1014
2022
Q3 		$26K Sell
504
-60
-11% -$3.28K ﹤0.01% 996
2022
Q2 		$37K Buy
+564
New +$32.1K ﹤0.01% 781

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Blue Trust Inc's ZION Position: Q3 2026 in Review

Blue Trust Inc reduced its Zions Bancorporation (ZION) stake by 20% in Q3 2026, selling an estimated $86.8K and leaving 5,200 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Blue Trust Inc first reported a position in ZION in Q2 2022 and has held it in 18 quarters since. The position peaked at $447K in Q2 2026. 140 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Blue Trust Inc held 5,200 shares of Zions Bancorporation worth $326K as of Q3 2026.
  • Blue Trust Inc sold 1,263 Zions Bancorporation shares in Q3 2026, an estimated $86.8K.
  • Zions Bancorporation made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #620 holding.
  • Blue Trust Inc first reported a position in Zions Bancorporation in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Zions Bancorporation position peaked at $447K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.