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Arista Wealth Management’s Zions Bancorporation ZION Stock Holding History

Arista 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 		$230K Buy
+3,320
New +$209K 0.02% 255
2025
Q4 		– Sell
-6,632
Closed -$375K – 320
2025
Q3 		$375K Buy
+6,632
New +$369K 0.05% 176

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

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

Arista Wealth Management opened a new position in Zions Bancorporation (ZION) in Q2 2026: 3,320 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: Arista Wealth Management previously reported a position in ZION as recently as Q3 2025.

Arista Wealth Management first reported a position in ZION in Q3 2025 and has held it in 2 quarters since. The position peaked at $375K in Q3 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Arista Wealth Management held 3,320 shares of Zions Bancorporation worth $230K as of Q2 2026.
  • Zions Bancorporation was a new Arista Wealth Management position in Q2 2026.
  • Zions Bancorporation made up 0.02% of Arista Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Arista Wealth Management first reported a position in Zions Bancorporation in Q3 2025 and has held it in 2 quarters since.
  • Arista Wealth Management's Zions Bancorporation position peaked at $375K in Q3 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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