SAG
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SageView Advisory Group’s Zions Bancorporation ZION Stock Holding History

SageView Advisory Group’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 		– Sell
-478
Closed -$28K – 2489
2025
Q4 		$28K Buy
+478
New +$26K ﹤0.01% 1313

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

SageView Advisory Group's ZION Position: Q1 2026 in Review

SageView Advisory Group sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 478 shares — an estimated $28K sold.

SageView Advisory Group first reported a position in ZION in Q4 2025 and held it in 1 quarter. The position peaked at $28K in Q4 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • SageView Advisory Group reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 478 Zions Bancorporation shares in Q1 2026, an estimated $28K.
  • SageView Advisory Group first reported a position in Zions Bancorporation in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Zions Bancorporation position peaked at $28K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.