AWA
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Aaron Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Aaron Wealth Advisors’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 		$576K Buy
8,332
+1,854
+29% +$117K 0.03% 384
2026
Q1 		$373K Sell
6,478
-1,343
-17% -$79.1K 0.02% 475
2025
Q4 		$458K Sell
7,821
-9,221
-54% -$502K 0.03% 459
2025
Q3 		$964K Buy
17,042
+11,628
+215% +$647K 0.06% 245
2025
Q2 		$281K Buy
5,414
+41
+0.8% +$1.92K 0.03% 375
2025
Q1 		$268K Buy
5,373
+632
+13% +$34K 0.03% 353
2024
Q4 		$257K Buy
+4,741
New +$260K 0.03% 359

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

Aaron Wealth Advisors's ZION Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Zions Bancorporation (ZION) stake by 29% in Q2 2026, buying an estimated $117K and bringing the position to 8,332 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #384.

Aaron Wealth Advisors first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. The position peaked at $964K in Q3 2025. 64 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Aaron Wealth Advisors held 8,332 shares of Zions Bancorporation worth $576K as of Q2 2026.
  • Aaron Wealth Advisors bought 1,854 Zions Bancorporation shares in Q2 2026, an estimated $117K.
  • Zions Bancorporation made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • Aaron Wealth Advisors first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • Aaron Wealth Advisors's Zions Bancorporation position peaked at $964K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.