Integrated Wealth Concepts’s Zions Bancorporation ZION Stock Holding History

Integrated Wealth Concepts’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	$133K	Buy	+1,919	New	+$121K	﹤0.01%	2601

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Integrated Wealth Concepts's ZION Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Zions Bancorporation (ZION) in Q2 2026: 1,919 shares worth $133K. The stake represents ﹤0.01% of the portfolio and ranks #2601 among its holdings.

597 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Integrated Wealth Concepts held 1,919 shares of Zions Bancorporation worth $133K as of Q2 2026.
Zions Bancorporation was a new Integrated Wealth Concepts position in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2601 holding.
597 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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