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Bay Harbor Wealth Management’s Zions Bancorporation ZION Stock Holding History

Bay Harbor 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 		$1.8K Buy
26
+1
+4% +$63 ﹤0.01% 681
2026
Q1 		$1.44K Buy
25
+13
+108% +$766 ﹤0.01% 643
2025
Q4 		$702 Buy
12
+1
+9% +$54 ﹤0.01% 730
2025
Q3 		$622 Buy
11
+3
+38% +$167 ﹤0.01% 650
2025
Q2 		$415 Buy
8
+3
+60% +$141 ﹤0.01% 705
2025
Q1 		$249 Buy
+5
New +$269 ﹤0.01% 606

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

Bay Harbor Wealth Management's ZION Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Zions Bancorporation (ZION) stake by 4% in Q2 2026, buying an estimated $63 and bringing the position to 26 shares worth $1.8K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Bay Harbor Wealth Management first reported a position in ZION in Q1 2025 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Bay Harbor Wealth Management held 26 shares of Zions Bancorporation worth $1.8K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 Zions Bancorporation share in Q2 2026, an estimated $63.
  • Zions Bancorporation made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #681 holding.
  • Bay Harbor Wealth Management first reported a position in Zions Bancorporation in Q1 2025 and has held it in 6 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.