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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
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

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

Sigma Planning Corp's ZION Position: Q2 2026 in Review

Sigma Planning Corp reduced its Zions Bancorporation (ZION) stake by 6.3% in Q2 2026, selling an estimated $16K and leaving 3,756 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #1189.

Sigma Planning Corp first reported a position in ZION in Q1 2023 and has held it in 14 quarters since. The position peaked at $494K in Q2 2023. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Sigma Planning Corp held 3,756 shares of Zions Bancorporation worth $260K as of Q2 2026.
  • Sigma Planning Corp sold 254 Zions Bancorporation shares in Q2 2026, an estimated $16K.
  • Zions Bancorporation made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1189 holding.
  • Sigma Planning Corp first reported a position in Zions Bancorporation in Q1 2023 and has held it in 14 quarters since.
  • Sigma Planning Corp's Zions Bancorporation position peaked at $494K in Q2 2023.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.