Highline Wealth Partners
ZION icon

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
Q3 		$17.4K Buy
278
+141
+103% +$9.7K ﹤0.01% 479
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Highline Wealth Partners's ZION Position: Q3 2026 in Review

Highline Wealth Partners increased its Zions Bancorporation (ZION) stake by 103% in Q3 2026, buying an estimated $9.7K and bringing the position to 278 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Highline Wealth Partners first reported a position in ZION in Q1 2025 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Highline Wealth Partners held 278 shares of Zions Bancorporation worth $17.4K as of Q3 2026.
  • Highline Wealth Partners bought 141 Zions Bancorporation shares in Q3 2026, an estimated $9.7K.
  • Zions Bancorporation made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #479 holding.
  • Highline Wealth Partners first reported a position in Zions Bancorporation in Q1 2025 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.