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Mark Sheptoff Financial Planning’s Zions Bancorporation ZION Stock Holding History

Mark Sheptoff Financial Planning’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 		$6.92K Hold
100
– – ﹤0.01% 413
2026
Q1 		$6.31K Hold
100
– – ﹤0.01% 407
2025
Q4 		$5.85K Buy
+100
New +$5.45K ﹤0.01% 408

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

Mark Sheptoff Financial Planning's ZION Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Zions Bancorporation (ZION) position steady in Q2 2026 at 100 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Mark Sheptoff Financial Planning first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Mark Sheptoff Financial Planning held 100 shares of Zions Bancorporation worth $6.92K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #413 holding.
  • Mark Sheptoff Financial Planning first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.