Cornerstone Planning Group
ZION icon

Cornerstone Planning Group’s Zions Bancorporation ZION Stock Holding History

Cornerstone Planning Group’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 		– Sell
-21
Closed -$1.48K – 1770
2026
Q2 		$1.48K Sell
21
-1
-5% -$63 ﹤0.01% 1398
2026
Q1 		$1.33K Buy
22
+13
+144% +$766 ﹤0.01% 1383
2025
Q4 		$525 Sell
9
-12
-57% -$653 ﹤0.01% 1500
2025
Q3 		$1.77K Buy
21
+12
+133% +$668 ﹤0.01% 1190
2025
Q2 		$472 Hold
9
– – ﹤0.01% 1315
2025
Q1 		$399 Buy
+9
New +$485 ﹤0.01% 1357
2024
Q2 		– Sell
-4
Closed -$175 – 1351
2024
Q1 		$175 Buy
+4
New +$165 ﹤0.01% 1022

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
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Cornerstone Planning Group's ZION Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Zions Bancorporation (ZION) in Q3 2026, closing a stake of 21 shares — an estimated $1.48K sold.

Cornerstone Planning Group first reported a position in ZION in Q1 2024 and held it in 7 quarters. The position peaked at $1.77K in Q3 2025. 113 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Zions Bancorporation position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 21 Zions Bancorporation shares in Q3 2026, an estimated $1.48K.
  • Cornerstone Planning Group first reported a position in Zions Bancorporation in Q1 2024 and held it in 7 quarters.
  • Cornerstone Planning Group's Zions Bancorporation position peaked at $1.77K in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.