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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
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

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

Essential Partners's ZION Position: Q2 2026 in Review

Essential Partners reduced its Zions Bancorporation (ZION) stake by 92% in Q2 2026, selling an estimated $508K and leaving 662 shares worth $45.8K. The position accounts for 0.02% of the portfolio, ranked #638.

Essential Partners first reported a position in ZION in Q2 2025 and has held it in 5 quarters since. The position peaked at $517K in Q3 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Essential Partners held 662 shares of Zions Bancorporation worth $45.8K as of Q2 2026.
  • Essential Partners sold 8,051 Zions Bancorporation shares in Q2 2026, an estimated $508K.
  • Zions Bancorporation made up 0.02% of Essential Partners's portfolio in Q2 2026, its #638 holding.
  • Essential Partners first reported a position in Zions Bancorporation in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Zions Bancorporation position peaked at $517K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.