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

Activest 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 		$415 Hold
6
– – ﹤0.01% 1080
2026
Q1 		$346 Buy
+6
New +$354 ﹤0.01% 1100
2025
Q2 		– Sell
-63
Closed -$2.96K – 1208
2025
Q1 		$3.14K Buy
+63
New +$3.39K ﹤0.01% 570

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Activest Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 6 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

Activest Wealth Management first reported a position in ZION in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.14K in Q1 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Activest Wealth Management held 6 shares of Zions Bancorporation worth $415 as of Q2 2026.
  • Activest Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1080 holding.
  • Activest Wealth Management first reported a position in Zions Bancorporation in Q1 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Zions Bancorporation position peaked at $3.14K in Q1 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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