HWM
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HB Wealth Management’s Zions Bancorporation ZION Stock Holding History

HB Wealth Management’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
Q1 		$723K Buy
12,546
+1,523
+14% +$89.7K ﹤0.01% 807
2025
Q4 		$645K Buy
11,023
+68
+0.6% +$3.7K ﹤0.01% 788
2025
Q3 		$620K Buy
10,955
+2,009
+22% +$112K ﹤0.01% 769
2025
Q2 		$465K Sell
8,946
-1,643
-16% -$77.1K ﹤0.01% 766
2025
Q1 		$528K Buy
10,589
+191
+2% +$10.3K ﹤0.01% 745
2024
Q4 		$564K Buy
10,398
+6
+0.1% +$329 0.01% 579
2024
Q3 		$491K Buy
10,392
+98
+1% +$4.64K 0.01% 589
2024
Q2 		$446K Sell
10,294
-102
-1% -$4.3K 0.01% 578
2024
Q1 		$451K Buy
10,396
+1,432
+16% +$59.1K 0.01% 537
2023
Q4 		$393K Buy
8,964
+1,555
+21% +$56.2K 0.01% 522
2023
Q3 		$258K Buy
+7,409
New +$258K ﹤0.01% 609

Other funds holding ZION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

HB Wealth Management's ZION Position: Q1 2026 in Review

HB Wealth Management increased its Zions Bancorporation (ZION) stake by 14% in Q1 2026, buying an estimated $89.7K and bringing the position to 12,546 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

HB Wealth Management first reported a position in ZION in Q3 2023 and has held it in 11 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • HB Wealth Management held 12,546 shares of Zions Bancorporation worth $723K as of Q1 2026.
  • HB Wealth Management bought 1,523 Zions Bancorporation shares in Q1 2026, an estimated $89.7K.
  • Zions Bancorporation made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #807 holding.
  • HB Wealth Management first reported a position in Zions Bancorporation in Q3 2023 and has held it in 11 quarters since.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.