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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
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 $6.73T 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

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

Root Financial Partners sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 605 shares — an estimated $34.9K sold.

Root Financial Partners first reported a position in ZION in Q3 2025 and held it in 3 quarters. The position peaked at $232K in Q3 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Root Financial Partners reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 605 Zions Bancorporation shares in Q2 2026, an estimated $34.9K.
  • Root Financial Partners first reported a position in Zions Bancorporation in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Zions Bancorporation position peaked at $232K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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