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SHP Wealth Management’s Zions Bancorporation ZION Stock Holding History

SHP 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 		$4.61K Buy
+80
New +$4.71K ﹤0.01% 1093

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Zions Bancorporation (ZION) in Q1 2026: 80 shares worth $4.61K. The stake represents ﹤0.01% of the portfolio and ranks #1093 among its holdings.

562 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • SHP Wealth Management held 80 shares of Zions Bancorporation worth $4.61K as of Q1 2026.
  • Zions Bancorporation was a new SHP Wealth Management position in Q1 2026.
  • Zions Bancorporation made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1093 holding.
  • 562 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.