EWA
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EverSource Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

EverSource Wealth 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 		$105K Sell
1,519
-586
-28% -$36.9K ﹤0.01% 1357
2026
Q1 		$121K Buy
2,105
+377
+22% +$22.2K ﹤0.01% 1321
2025
Q4 		$101K Hold
1,728
– – ﹤0.01% 1305
2025
Q3 		$97.8K Sell
1,728
-88
-5% -$4.9K ﹤0.01% 1293
2025
Q2 		$94.3K Buy
1,816
+625
+52% +$29.3K ﹤0.01% 1237
2025
Q1 		$59.4K Buy
1,191
+650
+120% +$35K ﹤0.01% 1156
2024
Q4 		$29.4K Buy
541
+183
+51% +$10K ﹤0.01% 1435
2024
Q3 		$16.9K Hold
358
– – ﹤0.01% 1578
2024
Q2 		$18.5K Buy
358
+2
+0.6% +$84 ﹤0.01% 1545
2024
Q1 		$14.5K Sell
356
-18
-5% -$742 ﹤0.01% 1516
2023
Q4 		$16.4K Sell
374
-7
-2% -$253 ﹤0.01% 1327
2023
Q3 		$13.3K Buy
381
+26
+7% +$907 ﹤0.01% 1297
2023
Q2 		$9.54K Buy
355
+11
+3% +$305 ﹤0.01% 1466
2023
Q1 		$10.3K Buy
344
+107
+45% +$4.9K ﹤0.01% 1338
2022
Q4 		$11.7K Sell
237
-35
-13% -$1.75K ﹤0.01% 1272
2022
Q3 		$14K Buy
272
+39
+17% +$2.13K ﹤0.01% 1032
2022
Q2 		$12K Hold
233
– – ﹤0.01% 998
2022
Q1 		$15K Buy
233
+122
+110% +$8.35K ﹤0.01% 828
2021
Q4 		$7K Buy
+111
New +$7.09K ﹤0.01% 1146

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

EverSource Wealth Advisors's ZION Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Zions Bancorporation (ZION) stake by 28% in Q2 2026, selling an estimated $36.9K and leaving 1,519 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

EverSource Wealth Advisors first reported a position in ZION in Q4 2021 and has held it in 19 quarters since. The position peaked at $121K in Q1 2026. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • EverSource Wealth Advisors held 1,519 shares of Zions Bancorporation worth $105K as of Q2 2026.
  • EverSource Wealth Advisors sold 586 Zions Bancorporation shares in Q2 2026, an estimated $36.9K.
  • Zions Bancorporation made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1357 holding.
  • EverSource Wealth Advisors first reported a position in Zions Bancorporation in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Zions Bancorporation position peaked at $121K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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