Drive Wealth Management
ZION icon

Drive Wealth Management’s Zions Bancorporation ZION Stock Holding History

Drive 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 		$207K Sell
2,995
-1,602
-35% -$101K 0.04% 424
2026
Q1 		$265K Buy
4,597
+585
+15% +$34.5K 0.06% 281
2025
Q4 		$235K Sell
4,012
-3
-0.1% -$163 0.05% 322
2025
Q3 		$227K Sell
4,015
-1,807
-31% -$101K 0.05% 304
2025
Q2 		$302K Sell
5,822
-160
-3% -$7.51K 0.07% 238
2025
Q1 		$298K Sell
5,982
-38
-0.6% -$2.05K 0.07% 222
2024
Q4 		$327K Buy
6,020
+46
+0.8% +$2.52K 0.08% 198
2024
Q3 		$282K Buy
5,974
+23
+0.4% +$1.09K 0.07% 225
2024
Q2 		$258K Buy
5,951
+74
+1% +$3.12K 0.07% 233
2024
Q1 		$255K Buy
5,877
+184
+3% +$7.59K 0.07% 233
2023
Q4 		$250K Buy
+5,693
New +$206K 0.08% 232

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 $3.38T AUM 44.17% 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

Drive Wealth Management's ZION Position: Q2 2026 in Review

Drive Wealth Management reduced its Zions Bancorporation (ZION) stake by 35% in Q2 2026, selling an estimated $101K and leaving 2,995 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #424.

Drive Wealth Management first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. The position peaked at $327K in Q4 2024. 601 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Drive Wealth Management held 2,995 shares of Zions Bancorporation worth $207K as of Q2 2026.
  • Drive Wealth Management sold 1,602 Zions Bancorporation shares in Q2 2026, an estimated $101K.
  • Zions Bancorporation made up 0.04% of Drive Wealth Management's portfolio in Q2 2026, its #424 holding.
  • Drive Wealth Management first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
  • Drive Wealth Management's Zions Bancorporation position peaked at $327K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.