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
Q2 		$5.58M Buy
80,607
+8,457
+12% +$533K 0.01% 909
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 $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

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

Focus Partners Wealth increased its Zions Bancorporation (ZION) stake by 12% in Q2 2026, buying an estimated $533K and bringing the position to 80,607 shares worth $5.58M. The position accounts for 0.01% of the portfolio, ranked #909.

Focus Partners Wealth first reported a position in ZION in Q3 2024 and has held it in 8 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Focus Partners Wealth held 80,607 shares of Zions Bancorporation worth $5.58M as of Q2 2026.
  • Focus Partners Wealth bought 8,457 Zions Bancorporation shares in Q2 2026, an estimated $533K.
  • Zions Bancorporation made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #909 holding.
  • Focus Partners Wealth first reported a position in Zions Bancorporation in Q3 2024 and has held it in 8 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.