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Evolve Private Wealth’s Zions Bancorporation ZION Stock Holding History

Evolve Private 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 		$513K Sell
7,419
-4,188
-36% -$264K 0.03% 507
2026
Q1 		$669K Buy
11,607
+958
+9% +$56.4K 0.04% 454
2025
Q4 		$623K Buy
+10,649
New +$580K 0.04% 448

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

Evolve Private Wealth's ZION Position: Q2 2026 in Review

Evolve Private Wealth reduced its Zions Bancorporation (ZION) stake by 36% in Q2 2026, selling an estimated $264K and leaving 7,419 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #507.

Evolve Private Wealth first reported a position in ZION in Q4 2025 and has held it in 3 quarters since. The position peaked at $669K in Q1 2026. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Evolve Private Wealth held 7,419 shares of Zions Bancorporation worth $513K as of Q2 2026.
  • Evolve Private Wealth sold 4,188 Zions Bancorporation shares in Q2 2026, an estimated $264K.
  • Zions Bancorporation made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #507 holding.
  • Evolve Private Wealth first reported a position in Zions Bancorporation in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Zions Bancorporation position peaked at $669K in Q1 2026.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.