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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
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

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Steph & Co's ZION Position: Q2 2026 in Review

Steph & Co increased its Zions Bancorporation (ZION) stake by 25% in Q2 2026, buying an estimated $19.8K and bringing the position to 1,552 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #140.

Steph & Co first reported a position in ZION in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Steph & Co held 1,552 shares of Zions Bancorporation worth $107K as of Q2 2026.
  • Steph & Co bought 314 Zions Bancorporation shares in Q2 2026, an estimated $19.8K.
  • Zions Bancorporation made up 0.03% of Steph & Co's portfolio in Q2 2026, its #140 holding.
  • Steph & Co first reported a position in Zions Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.