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Sagespring Wealth Partners’s Zions Bancorporation ZION Stock Holding History

Sagespring 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 		$282K Buy
4,078
+140
+4% +$8.83K ﹤0.01% 711
2026
Q1 		$227K Sell
3,938
-55
-1% -$3.24K ﹤0.01% 746
2025
Q4 		$234K Buy
+3,993
New +$217K ﹤0.01% 707

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Zions Bancorporation (ZION) stake by 3.6% in Q2 2026, buying an estimated $8.83K and bringing the position to 4,078 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Sagespring Wealth Partners first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Sagespring Wealth Partners held 4,078 shares of Zions Bancorporation worth $282K as of Q2 2026.
  • Sagespring Wealth Partners bought 140 Zions Bancorporation shares in Q2 2026, an estimated $8.83K.
  • Zions Bancorporation made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #711 holding.
  • Sagespring Wealth Partners first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.