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Essential Partners’s Zions Bancorporation ZION Stock Holding History

Essential 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 		$41.5K Hold
662
– – 0.02% 674
2026
Q2 		$45.8K Sell
662
-8,051
-92% -$508K 0.02% 638
2026
Q1 		$502K Buy
8,713
+38
+0.4% +$2.24K 0.17% 145
2025
Q4 		$508K Sell
8,675
-459
-5% -$25K 0.16% 184
2025
Q3 		$517K Buy
9,134
+453
+5% +$25.2K 0.17% 170
2025
Q2 		$451K Buy
+8,681
New +$407K 0.18% 173

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's ZION Position: Q3 2026 in Review

Essential Partners held its Zions Bancorporation (ZION) position steady in Q3 2026 at 662 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #674.

Essential Partners first reported a position in ZION in Q2 2025 and has held it in 6 quarters since. The position peaked at $517K in Q3 2025. 80 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Essential Partners held 662 shares of Zions Bancorporation worth $41.5K as of Q3 2026.
  • Essential Partners left its Zions Bancorporation share count unchanged in Q3 2026.
  • Zions Bancorporation made up 0.02% of Essential Partners's portfolio in Q3 2026, its #674 holding.
  • Essential Partners first reported a position in Zions Bancorporation in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Zions Bancorporation position peaked at $517K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.