Sigma Planning Corp
ZION icon

Sigma Planning Corp’s Zions Bancorporation ZION Stock Holding History

Sigma Planning Corp’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 		– Sell
-3,756
Closed -$260K – 1459
2026
Q2 		$260K Sell
3,756
-254
-6% -$16K 0.01% 1189
2026
Q1 		$231K Sell
4,010
-628
-14% -$37K 0.01% 1171
2025
Q4 		$271K Buy
4,638
+127
+3% +$6.92K 0.01% 1085
2025
Q3 		$255K Sell
4,511
-678
-13% -$37.7K 0.01% 1101
2025
Q2 		$270K Buy
5,189
+163
+3% +$7.65K 0.01% 1035
2025
Q1 		$251K Buy
5,026
+837
+20% +$45.1K 0.01% 1032
2024
Q4 		$227K Sell
4,189
-2,738
-40% -$150K 0.01% 1036
2024
Q3 		$327K Sell
6,927
-241
-3% -$11.4K 0.01% 922
2024
Q2 		$311K Sell
7,168
-2,172
-23% -$91.7K 0.01% 911
2024
Q1 		$405K Buy
9,340
+4,480
+92% +$185K 0.01% 850
2023
Q4 		$213K Sell
4,860
-9,253
-66% -$334K 0.02% 761
2023
Q3 		$492K Sell
14,113
-4,264
-23% -$149K 0.02% 725
2023
Q2 		$494K Buy
18,377
+6,082
+49% +$169K 0.02% 741
2023
Q1 		$368K Buy
+12,295
New +$563K 0.01% 934

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Covea Finance
Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Sigma Planning Corp's ZION Position: Q3 2026 in Review

Sigma Planning Corp sold out of Zions Bancorporation (ZION) in Q3 2026, closing a stake of 3,756 shares — an estimated $260K sold.

Sigma Planning Corp first reported a position in ZION in Q1 2023 and held it in 14 quarters. The position peaked at $494K in Q2 2023. 125 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Sigma Planning Corp reported no remaining Zions Bancorporation position as of Q3 2026 after selling out during the quarter.
  • Sigma Planning Corp sold 3,756 Zions Bancorporation shares in Q3 2026, an estimated $260K.
  • Sigma Planning Corp first reported a position in Zions Bancorporation in Q1 2023 and held it in 14 quarters.
  • Sigma Planning Corp's Zions Bancorporation position peaked at $494K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.