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Allied Private Wealth’s Zions Bancorporation ZION Stock Holding History

Allied Private Wealth’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 		$12.1K Buy
+175
New +$11K 0.01% 490

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

Allied Private Wealth's ZION Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Zions Bancorporation (ZION) in Q2 2026: 175 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #490 among its holdings.

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

  • Allied Private Wealth held 175 shares of Zions Bancorporation worth $12.1K as of Q2 2026.
  • Zions Bancorporation was a new Allied Private Wealth position in Q2 2026.
  • Zions Bancorporation made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #490 holding.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.