Elevation Wealth Partners
ZION icon

Elevation Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Elevation Wealth Partners’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 		$57.5K Buy
918
+503
+121% +$34.6K 0.02% 344
2026
Q2 		$28.7K Buy
415
+349
+529% +$22K 0.01% 466
2026
Q1 		$3.8K Buy
+66
New +$3.89K ﹤0.01% 785
2025
Q4 		– Sell
-46
Closed -$2.6K – 1039
2025
Q3 		$2.6K Buy
+46
New +$2.56K ﹤0.01% 599

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Elevation Wealth Partners's ZION Position: Q3 2026 in Review

Elevation Wealth Partners increased its Zions Bancorporation (ZION) stake by 121% in Q3 2026, buying an estimated $34.6K and bringing the position to 918 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #344.

Elevation Wealth Partners first reported a position in ZION in Q3 2025 and has held it in 4 quarters since. 312 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Elevation Wealth Partners held 918 shares of Zions Bancorporation worth $57.5K as of Q3 2026.
  • Elevation Wealth Partners bought 503 Zions Bancorporation shares in Q3 2026, an estimated $34.6K.
  • Zions Bancorporation made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #344 holding.
  • Elevation Wealth Partners first reported a position in Zions Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • 312 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.