Avaii Wealth Management’s Zions Bancorporation ZION Stock Holding History

Avaii 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 Q3	$481K	Sell	7,611 -517	-6%	-$35.5K	0.14%	96
2026 Q2	$562K	Sell	8,128 -578	-7%	-$36.4K	0.17%	80
2026 Q1	$502K	Hold	8,706	–	–	0.18%	69
2025 Q4	$510K	Buy	8,706 +1,890	+28%	+$103K	0.18%	72
2025 Q3	$386K	Sell	6,816 -41	-0.6%	-$2.28K	0.15%	91
2025 Q2	$356K	Buy	6,857 +85	+1%	+$3.99K	0.16%	84
2025 Q1	$338K	Sell	6,772 -1,899	-22%	-$102K	0.18%	75
2024 Q4	$470K	Sell	8,671 -108	-1%	-$5.92K	0.23%	61
2024 Q3	$415K	Sell	8,779 -409	-4%	-$19.4K	0.21%	69
2024 Q2	$398K	Sell	9,188 -701	-7%	-$29.6K	0.22%	81
2024 Q1	$429K	Sell	9,889 -412	-4%	-$17K	0.25%	74
2023 Q4	$452K	Sell	10,301 -1,301	-11%	-$47K	0.29%	80
2023 Q3	$405K	Buy	11,602 +415	+4%	+$14.5K	0.31%	78
2023 Q2	$300K	Buy	+11,187	New	+$310K	0.23%	97

Other funds holding ZION

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Avaii Wealth Management's ZION Position: Q3 2026 in Review

Avaii Wealth Management reduced its Zions Bancorporation (ZION) stake by 6.4% in Q3 2026, selling an estimated $35.5K and leaving 7,611 shares worth $481K. The position accounts for 0.14% of the portfolio, ranked #96.

Avaii Wealth Management first reported a position in ZION in Q2 2023 and has held it in 14 quarters since. The position peaked at $562K in Q2 2026. 367 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

Avaii Wealth Management held 7,611 shares of Zions Bancorporation worth $481K as of Q3 2026.
Avaii Wealth Management sold 517 Zions Bancorporation shares in Q3 2026, an estimated $35.5K.
Zions Bancorporation made up 0.14% of Avaii Wealth Management's portfolio in Q3 2026, its #96 holding.
Avaii Wealth Management first reported a position in Zions Bancorporation in Q2 2023 and has held it in 14 quarters since.
Avaii Wealth Management's Zions Bancorporation position peaked at $562K in Q2 2026.
367 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.