Root Financial Partners
ZION icon

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
Q3 		$59.5K Buy
+950
New +$65.3K ﹤0.01% 996
2026
Q2 		– Sell
-605
Closed -$34.9K – 3257
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fiduciary Management Inc
Fiduciary Management Inc Milwaukee, Wisconsin $6.55B AUM 7.49% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Root Financial Partners's ZION Position: Q3 2026 in Review

Root Financial Partners opened a new position in Zions Bancorporation (ZION) in Q3 2026: 950 shares worth $59.5K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ZION as recently as Q1 2026.

Root Financial Partners first reported a position in ZION in Q3 2025 and has held it in 4 quarters since. The position peaked at $232K in Q3 2025. 509 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Root Financial Partners held 950 shares of Zions Bancorporation worth $59.5K as of Q3 2026.
  • Zions Bancorporation was a new Root Financial Partners position in Q3 2026.
  • Zions Bancorporation made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #996 holding.
  • Root Financial Partners first reported a position in Zions Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Zions Bancorporation position peaked at $232K in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.