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Root Financial Partners’s Zions Bancorporation ZION Stock Holding History

Root 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
Q1 		$34.9K Buy
605
+86
+17% +$5.07K ﹤0.01% 1034
2025
Q4 		$30.4K Sell
519
-3,585
-87% -$195K ﹤0.01% 945
2025
Q3 		$232K Buy
+4,104
New +$228K 0.01% 253

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Root Financial Partners's ZION Position: Q1 2026 in Review

Root Financial Partners increased its Zions Bancorporation (ZION) stake by 17% in Q1 2026, buying an estimated $5.07K and bringing the position to 605 shares worth $34.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Root Financial Partners first reported a position in ZION in Q3 2025 and has held it in 3 quarters since. The position peaked at $232K in Q3 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Root Financial Partners held 605 shares of Zions Bancorporation worth $34.9K as of Q1 2026.
  • Root Financial Partners bought 86 Zions Bancorporation shares in Q1 2026, an estimated $5.07K.
  • Zions Bancorporation made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1034 holding.
  • Root Financial Partners first reported a position in Zions Bancorporation in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Zions Bancorporation position peaked at $232K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.