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Impact Partnership Wealth’s Zions Bancorporation ZION Stock Holding History

Impact Partnership 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 		$309K Buy
+4,460
New +$281K 0.03% 340
2025
Q4 		– Sell
-3,815
Closed -$216K – 434
2025
Q3 		$216K Sell
3,815
-301
-7% -$16.7K 0.03% 283
2025
Q2 		$214K Buy
+4,116
New +$193K 0.04% 267
2025
Q1 		– Sell
-6,117
Closed -$332K – 350
2024
Q4 		$332K Buy
6,117
+415
+7% +$22.7K 0.07% 186
2024
Q3 		$269K Sell
5,702
-224
-4% -$10.6K 0.06% 190
2024
Q2 		$257K Buy
5,926
+934
+19% +$39.4K 0.07% 177
2024
Q1 		$217K Sell
4,992
-792
-14% -$32.7K 0.09% 159
2023
Q4 		$254K Buy
5,784
+1,478
+34% +$53.4K 0.09% 142
2023
Q3 		$150K Buy
+4,306
New +$150K 0.05% 226

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

Impact Partnership Wealth's ZION Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in Zions Bancorporation (ZION) in Q2 2026: 4,460 shares worth $309K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in ZION as recently as Q3 2025.

Impact Partnership Wealth first reported a position in ZION in Q3 2023 and has held it in 9 quarters since. The position peaked at $332K in Q4 2024. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Impact Partnership Wealth held 4,460 shares of Zions Bancorporation worth $309K as of Q2 2026.
  • Zions Bancorporation was a new Impact Partnership Wealth position in Q2 2026.
  • Zions Bancorporation made up 0.03% of Impact Partnership Wealth's portfolio in Q2 2026, its #340 holding.
  • Impact Partnership Wealth first reported a position in Zions Bancorporation in Q3 2023 and has held it in 9 quarters since.
  • Impact Partnership Wealth's Zions Bancorporation position peaked at $332K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.