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Narus Financial Partners’s Zions Bancorporation ZION Stock Holding History

Narus Financial 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 		$239K Buy
+3,452
New +$218K 0.06% 159
2026
Q1 		– Sell
-3,452
Closed -$202K – 169
2025
Q4 		$202K Buy
+3,452
New +$188K 0.06% 158

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

Narus Financial Partners's ZION Position: Q2 2026 in Review

Narus Financial Partners opened a new position in Zions Bancorporation (ZION) in Q2 2026: 3,452 shares worth $239K. The stake represents 0.06% of the portfolio and ranks #159 among its holdings. This is a return to the name: Narus Financial Partners previously reported a position in ZION as recently as Q4 2025.

Narus Financial Partners first reported a position in ZION in Q4 2025 and has held it in 2 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Narus Financial Partners held 3,452 shares of Zions Bancorporation worth $239K as of Q2 2026.
  • Zions Bancorporation was a new Narus Financial Partners position in Q2 2026.
  • Zions Bancorporation made up 0.06% of Narus Financial Partners's portfolio in Q2 2026, its #159 holding.
  • Narus Financial Partners first reported a position in Zions Bancorporation in Q4 2025 and has held it in 2 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.