Action Point Financial Planning’s Zions Bancorporation ZION Stock Holding History

Action Point Financial Planning’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	$16.8K	Buy	+246	New	+$15.5K	﹤0.01%	1202

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Action Point Financial Planning's ZION Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Zions Bancorporation (ZION) in Q2 2026: 246 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1202 among its holdings.

596 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Action Point Financial Planning held 246 shares of Zions Bancorporation worth $16.8K as of Q2 2026.
Zions Bancorporation was a new Action Point Financial Planning position in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1202 holding.
596 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.