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Avion Wealth’s Zions Bancorporation ZION Stock Holding History

Avion Wealth’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 		$3K Hold
53
– – ﹤0.01% 1006
2026
Q1 		$3K Buy
53
+9
+20% +$530 ﹤0.01% 826
2025
Q4 		$2K Sell
44
-12
-21% -$653 ﹤0.01% 945
2025
Q3 		$3K Hold
56
– – ﹤0.01% 809
2025
Q2 		$2K Buy
56
+23
+70% +$1.08K ﹤0.01% 874
2025
Q1 		$1K Hold
33
– – ﹤0.01% 959
2024
Q4 		$1K Hold
33
– – ﹤0.01% 957
2024
Q3 		$1K Hold
33
– – ﹤0.01% 936
2024
Q2 		$1K Hold
33
– – ﹤0.01% 847
2024
Q1 		$2K Hold
33
– – ﹤0.01% 808
2023
Q4 		$1K Buy
33
+16
+94% +$578 ﹤0.01% 1037
2023
Q3 		$0 Hold
17
– – ﹤0.01% 1245
2023
Q2 		$0 Buy
+17
New +$472 ﹤0.01% 1073

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

Avion Wealth's ZION Position: Q2 2026 in Review

Avion Wealth held its Zions Bancorporation (ZION) position steady in Q2 2026 at 53 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Avion Wealth 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.

  • Avion Wealth held 53 shares of Zions Bancorporation worth $3K as of Q2 2026.
  • Avion Wealth left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1006 holding.
  • Avion Wealth 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 Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.