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Beaird Harris Wealth Management’s Zions Bancorporation ZION Stock Holding History

Beaird Harris 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 		$208 Hold
3
– – ﹤0.01% 655
2026
Q1 		$173 Hold
3
– – ﹤0.01% 643
2025
Q4 		$176 Hold
3
– – ﹤0.01% 658
2025
Q3 		$170 Sell
3
-5
-63% -$278 ﹤0.01% 675
2025
Q2 		$416 Buy
+8
New +$375 ﹤0.01% 608

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

Beaird Harris Wealth Management's ZION Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 3 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Beaird Harris Wealth Management first reported a position in ZION in Q2 2025 and has held it in 5 quarters since. The position peaked at $416 in Q2 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Beaird Harris Wealth Management held 3 shares of Zions Bancorporation worth $208 as of Q2 2026.
  • Beaird Harris Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #655 holding.
  • Beaird Harris Wealth Management first reported a position in Zions Bancorporation in Q2 2025 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Zions Bancorporation position peaked at $416 in Q2 2025.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.