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Steph & Co’s Zions Bancorporation ZION Stock Holding History

Steph & Co’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 		$79.5K Sell
1,269
-283
-18% -$19.4K 0.02% 157
2026
Q2 		$107K Buy
1,552
+314
+25% +$19.8K 0.03% 140
2026
Q1 		$71.3K Buy
1,238
+600
+94% +$35.4K 0.02% 170
2025
Q4 		$37.3K Sell
638
-20
-3% -$1.09K 0.01% 219
2025
Q3 		$37.2K Buy
+658
New +$36.6K 0.01% 213

Other funds holding ZION

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $362M AUM 25.34% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Steph & Co's ZION Position: Q3 2026 in Review

Steph & Co reduced its Zions Bancorporation (ZION) stake by 18% in Q3 2026, selling an estimated $19.4K and leaving 1,269 shares worth $79.5K. The position accounts for 0.02% of the portfolio, ranked #157.

Steph & Co first reported a position in ZION in Q3 2025 and has held it in 5 quarters since. The position peaked at $107K in Q2 2026. 72 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Steph & Co held 1,269 shares of Zions Bancorporation worth $79.5K as of Q3 2026.
  • Steph & Co sold 283 Zions Bancorporation shares in Q3 2026, an estimated $19.4K.
  • Zions Bancorporation made up 0.02% of Steph & Co's portfolio in Q3 2026, its #157 holding.
  • Steph & Co first reported a position in Zions Bancorporation in Q3 2025 and has held it in 5 quarters since.
  • Steph & Co's Zions Bancorporation position peaked at $107K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.