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 Q3	$232K	Buy	3,696 +3	+0.1%	+$206	0.02%	238
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Shepherd Financial Partners's ZION Position: Q3 2026 in Review

Shepherd Financial Partners increased its Zions Bancorporation (ZION) stake by 0.08% in Q3 2026, buying an estimated $206 and bringing the position to 3,696 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #238.

Shepherd Financial Partners first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. The position peaked at $256K in Q2 2026. 431 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Shepherd Financial Partners held 3,696 shares of Zions Bancorporation worth $232K as of Q3 2026.
Shepherd Financial Partners bought 3 Zions Bancorporation shares in Q3 2026, an estimated $206.
Zions Bancorporation made up 0.02% of Shepherd Financial Partners's portfolio in Q3 2026, its #238 holding.
Shepherd Financial Partners first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
Shepherd Financial Partners's Zions Bancorporation position peaked at $256K in Q2 2026.
431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.