SWM
ZION icon

Sendero Wealth Management’s Zions Bancorporation ZION Stock Holding History

Sendero Wealth Management’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 		$1.3M Hold
18,839
– – 0.13% 106
2026
Q1 		$1.09M Hold
18,839
– – 0.12% 99
2025
Q4 		$1.1M Hold
18,839
– – 0.12% 98
2025
Q3 		$1.07M Buy
18,839
+2,445
+15% +$136K 0.12% 94
2025
Q2 		$852K Buy
16,394
+2,593
+19% +$122K 0.11% 112
2025
Q1 		$688K Buy
13,801
+1,998
+17% +$108K 0.1% 124
2024
Q4 		$640K Hold
11,803
– – 0.1% 115
2024
Q3 		$557K Hold
11,803
– – 0.09% 115
2024
Q2 		$512K Hold
11,803
– – 0.09% 119
2024
Q1 		$512K Hold
11,803
– – 0.09% 125
2023
Q4 		$518K Buy
11,803
+1,165
+11% +$42.1K 0.1% 114
2023
Q3 		$371K Buy
10,638
+1,600
+18% +$55.8K 0.08% 125
2023
Q2 		$243K Buy
9,038
+1,386
+18% +$38.4K 0.05% 142
2023
Q1 		$229K Buy
7,652
+3,053
+66% +$140K 0.07% 95
2022
Q4 		$226K Buy
+4,599
New +$230K 0.08% 97

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

Sendero Wealth Management's ZION Position: Q2 2026 in Review

Sendero Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 18,839 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #106.

Sendero Wealth Management first reported a position in ZION in Q4 2022 and has held it in 15 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Sendero Wealth Management held 18,839 shares of Zions Bancorporation worth $1.3M as of Q2 2026.
  • Sendero Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.13% of Sendero Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Sendero Wealth Management first reported a position in Zions Bancorporation in Q4 2022 and has held it in 15 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.