AWM
ZION icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Avaii Wealth Management's ZION Position: Q1 2026 in Review

Avaii Wealth Management held its Zions Bancorporation (ZION) position steady in Q1 2026 at 8,706 shares worth $502K. The position accounts for 0.18% of the portfolio, ranked #69.

Avaii Wealth Management first reported a position in ZION in Q2 2023 and has held it in 12 quarters since. The position peaked at $510K in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Avaii Wealth Management held 8,706 shares of Zions Bancorporation worth $502K as of Q1 2026.
  • Avaii Wealth Management left its Zions Bancorporation share count unchanged in Q1 2026.
  • Zions Bancorporation made up 0.18% of Avaii Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Avaii Wealth Management first reported a position in Zions Bancorporation in Q2 2023 and has held it in 12 quarters since.
  • Avaii Wealth Management's Zions Bancorporation position peaked at $510K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Avaii Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.