AWM
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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
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

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

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

Avaii Wealth Management reduced its Zions Bancorporation (ZION) stake by 6.6% in Q2 2026, selling an estimated $36.4K and leaving 8,128 shares worth $562K. The position accounts for 0.17% of the portfolio, ranked #80.

Avaii Wealth Management first reported a position in ZION in Q2 2023 and has held it in 13 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Avaii Wealth Management held 8,128 shares of Zions Bancorporation worth $562K as of Q2 2026.
  • Avaii Wealth Management sold 578 Zions Bancorporation shares in Q2 2026, an estimated $36.4K.
  • Zions Bancorporation made up 0.17% of Avaii Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Avaii Wealth Management first reported a position in Zions Bancorporation in Q2 2023 and has held it in 13 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Avaii Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.