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Highline Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Highline Wealth 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 		$9.48K Buy
137
+55
+67% +$3.47K ﹤0.01% 627
2026
Q1 		$4.72K Buy
82
+77
+1,540% +$4.54K ﹤0.01% 741
2025
Q4 		$293 Hold
5
– – ﹤0.01% 1033
2025
Q3 		$283 Sell
5
-32
-86% -$1.78K ﹤0.01% 1045
2025
Q2 		$1.92K Hold
37
– – ﹤0.01% 644
2025
Q1 		$1.84K Buy
+37
New +$1.99K ﹤0.01% 648

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

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

Highline Wealth Partners increased its Zions Bancorporation (ZION) stake by 67% in Q2 2026, buying an estimated $3.47K and bringing the position to 137 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Highline Wealth Partners first reported a position in ZION in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Highline Wealth Partners held 137 shares of Zions Bancorporation worth $9.48K as of Q2 2026.
  • Highline Wealth Partners bought 55 Zions Bancorporation shares in Q2 2026, an estimated $3.47K.
  • Zions Bancorporation made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #627 holding.
  • Highline Wealth Partners first reported a position in Zions Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.