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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Elevation Wealth Partners's ZION Position: Q2 2026 in Review

Elevation Wealth Partners increased its Zions Bancorporation (ZION) stake by 529% in Q2 2026, buying an estimated $22K and bringing the position to 415 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #466.

Elevation Wealth Partners first reported a position in ZION in Q3 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Elevation Wealth Partners held 415 shares of Zions Bancorporation worth $28.7K as of Q2 2026.
  • Elevation Wealth Partners bought 349 Zions Bancorporation shares in Q2 2026, an estimated $22K.
  • Zions Bancorporation made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #466 holding.
  • Elevation Wealth Partners first reported a position in Zions Bancorporation in Q3 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.