EW
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Evoke Wealth’s Zions Bancorporation ZION Stock Holding History

Evoke Wealth’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 		– Sell
-4,229
Closed -$244K – 691
2026
Q1 		$244K Buy
+4,229
New +$249K ﹤0.01% 602
2022
Q4 		– Sell
-1,165
Closed -$59K – 1170
2022
Q3 		$59K Hold
1,165
– – ﹤0.01% 492
2022
Q2 		$59K Buy
1,165
+6
+0.5% +$341 ﹤0.01% 496
2022
Q1 		$76K Buy
1,159
+49
+4% +$3.35K ﹤0.01% 469
2021
Q4 		$70K Buy
1,110
+6
+0.5% +$383 ﹤0.01% 490
2021
Q3 		$68K Buy
1,104
+1,000
+962% +$54.9K ﹤0.01% 475
2021
Q2 		$5K Sell
104
-112
-52% -$6.27K ﹤0.01% 908
2021
Q1 		$12K Buy
216
+85
+65% +$4.38K ﹤0.01% 665
2020
Q4 		$6K Hold
131
– – ﹤0.01% 696
2020
Q3 		$4K Sell
131
-143
-52% -$4.61K ﹤0.01% 745
2020
Q2 		$9K Buy
274
+90
+49% +$2.85K ﹤0.01% 573
2020
Q1 		$4.92K Buy
184
+4
+2% +$165 ﹤0.01% 609
2019
Q4 		$9.35K Sell
180
-9
-5% -$437 ﹤0.01% 767
2019
Q3 		$8.41K Buy
+189
New +$8.17K ﹤0.01% 862

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

Evoke Wealth's ZION Position: Q2 2026 in Review

Evoke Wealth sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 4,229 shares — an estimated $244K sold.

Evoke Wealth first reported a position in ZION in Q3 2019 and held it in 14 quarters. The position peaked at $244K in Q1 2026. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Evoke Wealth reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,229 Zions Bancorporation shares in Q2 2026, an estimated $244K.
  • Evoke Wealth first reported a position in Zions Bancorporation in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Zions Bancorporation position peaked at $244K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.