Atlantic Edge Private Wealth Management’s Zions Bancorporation ZION Stock Holding History

Atlantic Edge Private 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	$6.37K	Hold	92	–	–	﹤0.01%	474
2026 Q1	$5.3K	Hold	92	–	–	﹤0.01%	458
2025 Q4	$5.39K	Hold	92	–	–	﹤0.01%	453
2025 Q3	$5.21K	Hold	92	–	–	﹤0.01%	434
2025 Q2	$4.78K	Hold	92	–	–	﹤0.01%	421
2025 Q1	$4.59K	Hold	92	–	–	﹤0.01%	414
2024 Q4	$4.99K	Hold	92	–	–	﹤0.01%	388
2024 Q3	$4.34K	Hold	92	–	–	﹤0.01%	412
2024 Q2	$3.99K	Hold	92	–	–	﹤0.01%	391
2024 Q1	$3.99K	Hold	92	–	–	﹤0.01%	403
2023 Q4	$4.04K	Buy	+92	New	+$3.32K	﹤0.01%	382

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

Atlantic Edge Private Wealth Management's ZION Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 92 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Atlantic Edge Private Wealth Management first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Atlantic Edge Private Wealth Management held 92 shares of Zions Bancorporation worth $6.37K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #474 holding.
Atlantic Edge Private Wealth Management first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.