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Elevated Capital Advisors’s Zions Bancorporation ZION Stock Holding History

Elevated Capital Advisors’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 		$37.6K Hold
543
– – 0.01% 369
2026
Q1 		$31.3K Sell
543
-1,026
-65% -$60.5K 0.01% 386
2025
Q4 		$91.8K Buy
+1,569
New +$85.4K 0.02% 300

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

Elevated Capital Advisors's ZION Position: Q2 2026 in Review

Elevated Capital Advisors held its Zions Bancorporation (ZION) position steady in Q2 2026 at 543 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #369.

Elevated Capital Advisors first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. The position peaked at $91.8K in Q4 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Elevated Capital Advisors held 543 shares of Zions Bancorporation worth $37.6K as of Q2 2026.
  • Elevated Capital Advisors left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #369 holding.
  • Elevated Capital Advisors first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Zions Bancorporation position peaked at $91.8K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.