AWM
ZION icon

Avior Wealth Management’s Zions Bancorporation ZION Stock Holding History

Avior 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 		$832K Sell
12,026
-1,000
-8% -$63K 0.02% 399
2026
Q1 		$751K Buy
13,026
+21
+0.2% +$1.24K 0.02% 425
2025
Q4 		$761K Buy
+13,005
New +$708K 0.02% 358
2025
Q2 		– Sell
-13,920
Closed -$694K – 786
2025
Q1 		$694K Buy
13,920
+1,967
+16% +$106K 0.03% 334
2024
Q4 		$648K Sell
11,953
-2
-0% -$110 0.02% 377
2024
Q3 		$565K Buy
11,955
+26
+0.2% +$1.23K 0.02% 418
2024
Q2 		$517K Buy
11,929
+500
+4% +$21.1K 0.02% 425
2024
Q1 		$496K Buy
11,429
+10,429
+1,043% +$430K 0.02% 455
2023
Q4 		$43.9K Hold
1,000
– – ﹤0.01% 752
2023
Q3 		$34.9K Sell
1,000
-300
-23% -$10.5K ﹤0.01% 841
2023
Q2 		$34.9K Buy
1,300
+300
+30% +$8.32K ﹤0.01% 837
2023
Q1 		$29.9K Buy
+1,000
New +$45.8K ﹤0.01% 876
2020
Q1 		– Sell
-5,262
Closed -$273K – 911
2019
Q4 		$273K Sell
5,262
-1,863
-26% -$90.4K 0.04% 337
2019
Q3 		$317K Buy
7,125
+1,454
+26% +$62.8K 0.06% 289
2019
Q2 		$261K Buy
5,671
+803
+16% +$37.1K 0.05% 323
2019
Q1 		$221K Buy
+4,868
New +$232K 0.05% 328

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

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

Avior Wealth Management reduced its Zions Bancorporation (ZION) stake by 7.7% in Q2 2026, selling an estimated $63K and leaving 12,026 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #399.

Avior Wealth Management first reported a position in ZION in Q1 2019 and has held it in 16 quarters since. 597 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Avior Wealth Management held 12,026 shares of Zions Bancorporation worth $832K as of Q2 2026.
  • Avior Wealth Management sold 1,000 Zions Bancorporation shares in Q2 2026, an estimated $63K.
  • Zions Bancorporation made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Avior Wealth Management first reported a position in Zions Bancorporation in Q1 2019 and has held it in 16 quarters since.
  • 597 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.