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Everhart Financial Group’s Zions Bancorporation ZION Stock Holding History

Everhart Financial 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
Q2 		$224K Buy
+3,243
New +$204K 0.01% 434

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Everhart Financial Group's ZION Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Zions Bancorporation (ZION) in Q2 2026: 3,243 shares worth $224K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings.

82 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Everhart Financial Group held 3,243 shares of Zions Bancorporation worth $224K as of Q2 2026.
  • Zions Bancorporation was a new Everhart Financial Group position in Q2 2026.
  • Zions Bancorporation made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #434 holding.
  • 82 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.