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 Q3	$1.18M	Hold	18,839	–	–	0.12%	115
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

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Sendero Wealth Management's ZION Position: Q3 2026 in Review

Sendero Wealth Management held its Zions Bancorporation (ZION) position steady in Q3 2026 at 18,839 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #115.

Sendero Wealth Management first reported a position in ZION in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.3M in Q2 2026. 113 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Sendero Wealth Management held 18,839 shares of Zions Bancorporation worth $1.18M as of Q3 2026.
Sendero Wealth Management left its Zions Bancorporation share count unchanged in Q3 2026.
Zions Bancorporation made up 0.12% of Sendero Wealth Management's portfolio in Q3 2026, its #115 holding.
Sendero Wealth Management first reported a position in Zions Bancorporation in Q4 2022 and has held it in 16 quarters since.
Sendero Wealth Management's Zions Bancorporation position peaked at $1.3M in Q2 2026.
113 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.