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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
Q2 		$901K Buy
13,018
+472
+4% +$29.8K 0.01% 792
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 $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

HB Wealth Management's ZION Position: Q2 2026 in Review

HB Wealth Management increased its Zions Bancorporation (ZION) stake by 3.8% in Q2 2026, buying an estimated $29.8K and bringing the position to 13,018 shares worth $901K. The position accounts for 0.01% of the portfolio, ranked #792.

HB Wealth Management first reported a position in ZION in Q3 2023 and has held it in 12 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • HB Wealth Management held 13,018 shares of Zions Bancorporation worth $901K as of Q2 2026.
  • HB Wealth Management bought 472 Zions Bancorporation shares in Q2 2026, an estimated $29.8K.
  • Zions Bancorporation made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #792 holding.
  • HB Wealth Management first reported a position in Zions Bancorporation in Q3 2023 and has held it in 12 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.