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Shepherd Financial Partners’s Zions Bancorporation ZION Stock Holding History

Shepherd Financial 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 		$256K Buy
3,693
+2
+0.1% +$126 0.02% 228
2026
Q1 		$213K Sell
3,691
-280
-7% -$16.5K 0.02% 230
2025
Q4 		$232K Buy
3,971
+3
+0.1% +$163 0.02% 223
2025
Q3 		$225K Buy
3,968
+2
+0.1% +$111 0.02% 230
2025
Q2 		$206K Buy
+3,966
New +$186K 0.02% 235
2025
Q1 		– Sell
-3,960
Closed -$215K – 239
2024
Q4 		$215K Buy
+3,960
New +$217K 0.03% 209

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

Shepherd Financial Partners's ZION Position: Q2 2026 in Review

Shepherd Financial Partners increased its Zions Bancorporation (ZION) stake by 0.05% in Q2 2026, buying an estimated $126 and bringing the position to 3,693 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #228.

Shepherd Financial Partners first reported a position in ZION in Q4 2024 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Shepherd Financial Partners held 3,693 shares of Zions Bancorporation worth $256K as of Q2 2026.
  • Shepherd Financial Partners bought 2 Zions Bancorporation shares in Q2 2026, an estimated $126.
  • Zions Bancorporation made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #228 holding.
  • Shepherd Financial Partners first reported a position in Zions Bancorporation in Q4 2024 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.