Focus Partners Wealth
ZION icon

Focus Partners Wealth’s Zions Bancorporation ZION Stock Holding History

Focus Partners Wealth’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
Q1 		$4.2M Buy
72,150
+19,973
+38% +$1.18M ﹤0.01% 1001
2025
Q4 		$3.05M Buy
52,177
+33,652
+182% +$1.83M ﹤0.01% 1149
2025
Q3 		$1.05M Buy
18,525
+542
+3% +$30.2K ﹤0.01% 1265
2025
Q2 		$934K Sell
17,983
-3,519
-16% -$165K ﹤0.01% 1172
2025
Q1 		$1.07M Sell
21,502
-1,579
-7% -$85K ﹤0.01% 1044
2024
Q4 		$1.25M Buy
23,081
+6,296
+38% +$345K ﹤0.01% 989
2024
Q3 		$793K Buy
+16,785
New +$795K ﹤0.01% 1011

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Focus Partners Wealth's ZION Position: Q1 2026 in Review

Focus Partners Wealth increased its Zions Bancorporation (ZION) stake by 38% in Q1 2026, buying an estimated $1.18M and bringing the position to 72,150 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Focus Partners Wealth first reported a position in ZION in Q3 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Focus Partners Wealth held 72,150 shares of Zions Bancorporation worth $4.2M as of Q1 2026.
  • Focus Partners Wealth bought 19,973 Zions Bancorporation shares in Q1 2026, an estimated $1.18M.
  • Zions Bancorporation made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1001 holding.
  • Focus Partners Wealth first reported a position in Zions Bancorporation in Q3 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.