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Flywheel Private Wealth’s Zions Bancorporation ZION Stock Holding History

Flywheel 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 		$1.56M Hold
22,500
– – 0.77% 25
2026
Q1 		$1.3M Buy
+22,500
New +$1.33M 0.74% 23

Other funds holding ZION

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Flywheel Private Wealth held its Zions Bancorporation (ZION) position steady in Q2 2026 at 22,500 shares worth $1.56M. The position accounts for 0.77% of the portfolio, ranked #25.

Flywheel Private Wealth first reported a position in ZION in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Flywheel Private Wealth held 22,500 shares of Zions Bancorporation worth $1.56M as of Q2 2026.
  • Flywheel Private Wealth left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up 0.77% of Flywheel Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Flywheel Private Wealth first reported a position in Zions Bancorporation in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.