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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Sendero Wealth Management's ZION Position: Q1 2026 in Review

Sendero Wealth Management held its Zions Bancorporation (ZION) position steady in Q1 2026 at 18,839 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #99.

Sendero Wealth Management first reported a position in ZION in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.1M in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Sendero Wealth Management held 18,839 shares of Zions Bancorporation worth $1.09M as of Q1 2026.
Sendero Wealth Management left its Zions Bancorporation share count unchanged in Q1 2026.
Zions Bancorporation made up 0.12% of Sendero Wealth Management's portfolio in Q1 2026, its #99 holding.
Sendero Wealth Management first reported a position in Zions Bancorporation in Q4 2022 and has held it in 14 quarters since.
Sendero Wealth Management's Zions Bancorporation position peaked at $1.1M in Q4 2025.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.