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Obermeyer Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Obermeyer 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 		– Sell
-4,035
Closed -$232K – 320
2026
Q1 		$232K Hold
4,035
– – 0.01% 272
2025
Q4 		$236K Buy
+4,035
New +$220K 0.01% 263

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

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

Obermeyer Wealth Partners sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 4,035 shares — an estimated $232K sold.

Obermeyer Wealth Partners first reported a position in ZION in Q4 2025 and held it in 2 quarters. The position peaked at $236K in Q4 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Obermeyer Wealth Partners reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 4,035 Zions Bancorporation shares in Q2 2026, an estimated $232K.
  • Obermeyer Wealth Partners first reported a position in Zions Bancorporation in Q4 2025 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Zions Bancorporation position peaked at $236K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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