Bogart Wealth LLC’s Zions Bancorporation ZION Stock Holding History

Bogart Wealth LLC’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	$39.7K	Hold	574	–	–	﹤0.01%	597
2026 Q1	$33.1K	Sell	574 -3,277	-85%	-$193K	﹤0.01%	601
2025 Q4	$225K	Buy	3,851 +3,528	+1,092%	+$192K	0.01%	244
2025 Q3	$18.3K	Hold	323	–	–	﹤0.01%	691
2025 Q2	$16.8K	Hold	323	–	–	﹤0.01%	674
2025 Q1	$16.1K	Hold	323	–	–	﹤0.01%	638
2024 Q4	$17.5K	Hold	323	–	–	﹤0.01%	614
2024 Q3	$15.3K	Hold	323	–	–	﹤0.01%	598
2024 Q2	$14K	Hold	323	–	–	﹤0.01%	599
2024 Q1	$14K	Hold	323	–	–	﹤0.01%	588
2023 Q4	$14.2K	Hold	323	–	–	﹤0.01%	566
2023 Q3	$11.3K	Sell	323 -150	-32%	-$5.23K	﹤0.01%	569
2023 Q2	$12.7K	Buy	473 +150	+46%	+$4.16K	﹤0.01%	543
2023 Q1	$9.67K	Hold	323	–	–	﹤0.01%	597
2022 Q4	$15.9K	Hold	323	–	–	﹤0.01%	465
2022 Q3	$16K	Hold	323	–	–	﹤0.01%	469
2022 Q2	$16K	Hold	323	–	–	﹤0.01%	457
2022 Q1	$21K	Hold	323	–	–	﹤0.01%	383
2021 Q4	$20K	Hold	323	–	–	﹤0.01%	375
2021 Q3	$20K	Hold	323	–	–	﹤0.01%	362
2021 Q2	$17K	Hold	323	–	–	﹤0.01%	367
2021 Q1	$18K	Buy	+323	New	+$16.6K	﹤0.01%	342

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bogart Wealth LLC's ZION Position: Q2 2026 in Review

Bogart Wealth LLC held its Zions Bancorporation (ZION) position steady in Q2 2026 at 574 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Bogart Wealth LLC first reported a position in ZION in Q1 2021 and has held it in 22 quarters since. The position peaked at $225K in Q4 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Bogart Wealth LLC held 574 shares of Zions Bancorporation worth $39.7K as of Q2 2026.
Bogart Wealth LLC left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #597 holding.
Bogart Wealth LLC first reported a position in Zions Bancorporation in Q1 2021 and has held it in 22 quarters since.
Bogart Wealth LLC's Zions Bancorporation position peaked at $225K in Q4 2025.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.