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Cassaday & Co Wealth Management’s Zions Bancorporation ZION Stock Holding History

Cassaday & Co 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 Sell
3
-190
-98% -$12K ﹤0.01% 1217
2026
Q1 		$11.1K Buy
+193
New +$11.4K ﹤0.01% 874

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

Cassaday & Co Wealth Management's ZION Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Zions Bancorporation (ZION) stake by 98% in Q2 2026, selling an estimated $12K and leaving 3 shares worth $208. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Cassaday & Co Wealth Management first reported a position in ZION in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.1K in Q1 2026. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Zions Bancorporation worth $208 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 190 Zions Bancorporation shares in Q2 2026, an estimated $12K.
  • Zions Bancorporation made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1217 holding.
  • Cassaday & Co Wealth Management first reported a position in Zions Bancorporation in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Zions Bancorporation position peaked at $11.1K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.