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Zions Bancorporation, National Association’s Evolution Petroleum EPM Stock Holding History

Zions Bancorporation, National Association’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.8K Sell
9,737
-3,154
-24% -$13.8K ﹤0.01% 624
2026
Q1 		$59K Buy
+12,891
New +$53.6K ﹤0.01% 503

Other funds holding EPM

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Zions Bancorporation, National Association's EPM Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Evolution Petroleum (EPM) stake by 24% in Q2 2026, selling an estimated $13.8K and leaving 9,737 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Zions Bancorporation, National Association first reported a position in EPM in Q1 2026 and has held it in 2 quarters since. The position peaked at $59K in Q1 2026. 30 funds tracked by Wall St. Rank hold EPM as of Q2 2026.

  • Zions Bancorporation, National Association held 9,737 shares of Evolution Petroleum worth $35.8K as of Q2 2026.
  • Zions Bancorporation, National Association sold 3,154 Evolution Petroleum shares in Q2 2026, an estimated $13.8K.
  • Evolution Petroleum made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #624 holding.
  • Zions Bancorporation, National Association first reported a position in Evolution Petroleum in Q1 2026 and has held it in 2 quarters since.
  • Zions Bancorporation, National Association's Evolution Petroleum position peaked at $59K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Evolution Petroleum as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.