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Bridge Generations Wealth Management’s Zions Bancorporation ZION Stock Holding History

Bridge Generations 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
Q1 		– Sell
-398
Closed -$23.3K – 127
2025
Q4 		$23.3K Sell
398
-906
-69% -$49.3K 0.01% 50
2025
Q3 		$73.8K Hold
1,304
– – 0.05% 40
2025
Q2 		$67.7K Hold
1,304
– – 0.04% 39
2025
Q1 		$65K Buy
+1,304
New +$70.2K 0.04% 40

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bridge Generations Wealth Management's ZION Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2026, closing a stake of 398 shares — an estimated $23.3K sold.

Bridge Generations Wealth Management first reported a position in ZION in Q1 2025 and held it in 4 quarters. The position peaked at $73.8K in Q3 2025. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining Zions Bancorporation position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 398 Zions Bancorporation shares in Q1 2026, an estimated $23.3K.
  • Bridge Generations Wealth Management first reported a position in Zions Bancorporation in Q1 2025 and held it in 4 quarters.
  • Bridge Generations Wealth Management's Zions Bancorporation position peaked at $73.8K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.