AWM
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Abound Wealth Management’s Zions Bancorporation ZION Stock Holding History

Abound Wealth Management’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 		$134K Hold
1,934
– – 0.03% 133
2026
Q1 		$111K Sell
1,934
-811
-30% -$47.8K 0.03% 144
2025
Q4 		$161K Sell
2,745
-2,778
-50% -$151K 0.04% 100
2025
Q3 		$312K Sell
5,523
-1,788
-24% -$99.5K 0.08% 57
2025
Q2 		$380K Buy
+7,311
New +$343K 0.11% 50
2024
Q2 		– Sell
-16
Closed -$695 – 1328
2024
Q1 		$695 Hold
16
– – ﹤0.01% 816
2023
Q4 		$702 Hold
16
– – ﹤0.01% 847
2023
Q3 		$559 Buy
+16
New +$558 ﹤0.01% 780
2022
Q4 		– Sell
-75
Closed -$3.81K – 794
2022
Q3 		$3.81K Buy
+75
New +$4.1K ﹤0.01% 399

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

Abound Wealth Management's ZION Position: Q2 2026 in Review

Abound Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 1,934 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #133.

Abound Wealth Management first reported a position in ZION in Q3 2022 and has held it in 9 quarters since. The position peaked at $380K in Q2 2025. 64 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Abound Wealth Management held 1,934 shares of Zions Bancorporation worth $134K as of Q2 2026.
  • Abound Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Abound Wealth Management first reported a position in Zions Bancorporation in Q3 2022 and has held it in 9 quarters since.
  • Abound Wealth Management's Zions Bancorporation position peaked at $380K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.