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Fortem Financial Group’s Zions Bancorporation ZION Stock Holding History

Fortem 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 		$208K Buy
+3,000
New +$189K 0.04% 179
2021
Q1 		– Sell
-1,500
Closed -$65K – 445
2020
Q4 		$65K Buy
+1,500
New +$55.5K 0.04% 219

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

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

Fortem Financial Group opened a new position in Zions Bancorporation (ZION) in Q2 2026: 3,000 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #179 among its holdings. This is a return to the name: Fortem Financial Group previously reported a position in ZION as recently as Q4 2020.

Fortem Financial Group first reported a position in ZION in Q4 2020 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Fortem Financial Group held 3,000 shares of Zions Bancorporation worth $208K as of Q2 2026.
  • Zions Bancorporation was a new Fortem Financial Group position in Q2 2026.
  • Zions Bancorporation made up 0.04% of Fortem Financial Group's portfolio in Q2 2026, its #179 holding.
  • Fortem Financial Group first reported a position in Zions Bancorporation in Q4 2020 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.