Kestra Advisory Services
ZION icon

Kestra Advisory Services’s Zions Bancorporation ZION Stock Holding History

Kestra Advisory Services’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
Q3 		$356K Sell
5,681
-119
-2% -$8.17K ﹤0.01% 2808
2026
Q2 		$401K Sell
5,800
-4
-0.1% -$252 ﹤0.01% 2513
2026
Q1 		$334K Sell
5,804
-4,511
-44% -$266K ﹤0.01% 2524
2025
Q4 		$604K Sell
10,315
-39
-0.4% -$2.12K ﹤0.01% 2009
2025
Q3 		$586K Sell
10,354
-350
-3% -$19.5K ﹤0.01% 1948
2025
Q2 		$556K Buy
10,704
+1,070
+11% +$50.2K ﹤0.01% 1885
2025
Q1 		$480K Buy
9,634
+303
+3% +$16.3K ﹤0.01% 1837
2024
Q4 		$506K Sell
9,331
-259
-3% -$14.2K ﹤0.01% 1867
2024
Q3 		$453K Sell
9,590
-2,570
-21% -$122K ﹤0.01% 1825
2024
Q2 		$527K Buy
12,160
+1,260
+12% +$53.2K ﹤0.01% 1737
2024
Q1 		$473K Buy
10,900
+776
+8% +$32K ﹤0.01% 1701
2023
Q4 		$444K Sell
10,124
-202
-2% -$7.3K ﹤0.01% 1597
2023
Q3 		$360K Buy
10,326
+2,467
+31% +$86K ﹤0.01% 1553
2023
Q2 		$211K Buy
+7,859
New +$218K ﹤0.01% 1875
2023
Q1 		– Sell
-5,983
Closed -$294K – 2328
2022
Q4 		$294K Buy
+5,983
New +$299K ﹤0.01% 1759
2022
Q3 		– Sell
-5,166
Closed -$263K – 2256
2022
Q2 		$263K Buy
5,166
+1,981
+62% +$113K ﹤0.01% 1711
2022
Q1 		$209K Buy
+3,185
New +$218K ﹤0.01% 1824
2021
Q3 		– Sell
-4,176
Closed -$221K – 2189
2021
Q2 		$221K Sell
4,176
-1,954
-32% -$109K ﹤0.01% 1801
2021
Q1 		$337K Buy
+6,130
New +$316K ﹤0.01% 1389

Other funds holding ZION

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Kestra Advisory Services's ZION Position: Q3 2026 in Review

Kestra Advisory Services reduced its Zions Bancorporation (ZION) stake by 2.1% in Q3 2026, selling an estimated $8.17K and leaving 5,681 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #2808.

Kestra Advisory Services first reported a position in ZION in Q1 2021 and has held it in 19 quarters since. The position peaked at $604K in Q4 2025. 431 funds tracked by Wall St. Rank hold ZION as of Q3 2026.

  • Kestra Advisory Services held 5,681 shares of Zions Bancorporation worth $356K as of Q3 2026.
  • Kestra Advisory Services sold 119 Zions Bancorporation shares in Q3 2026, an estimated $8.17K.
  • Zions Bancorporation made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2808 holding.
  • Kestra Advisory Services first reported a position in Zions Bancorporation in Q1 2021 and has held it in 19 quarters since.
  • Kestra Advisory Services's Zions Bancorporation position peaked at $604K in Q4 2025.
  • 431 funds tracked by Wall St. Rank held Zions Bancorporation as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.