BWA
ZION icon

Basecamp Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Basecamp Wealth Advisors’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 		$18.3K Hold
265
– – ﹤0.01% 847
2026
Q1 		$15.3K Buy
265
+49
+23% +$2.89K ﹤0.01% 903
2025
Q4 		$12.6K Buy
+216
New +$11.8K ﹤0.01% 905

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

Basecamp Wealth Advisors's ZION Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Zions Bancorporation (ZION) position steady in Q2 2026 at 265 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Basecamp Wealth Advisors first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. 597 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Basecamp Wealth Advisors held 265 shares of Zions Bancorporation worth $18.3K as of Q2 2026.
  • Basecamp Wealth Advisors left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #847 holding.
  • Basecamp Wealth Advisors first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • 597 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.