KAS
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
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

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 $3.37T AUM 44.26% 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

Kestra Advisory Services's ZION Position: Q2 2026 in Review

Kestra Advisory Services reduced its Zions Bancorporation (ZION) stake by 0.07% in Q2 2026, selling an estimated $252 and leaving 5,800 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Kestra Advisory Services first reported a position in ZION in Q1 2021 and has held it in 18 quarters since. The position peaked at $604K in Q4 2025. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Kestra Advisory Services held 5,800 shares of Zions Bancorporation worth $401K as of Q2 2026.
  • Kestra Advisory Services sold 4 Zions Bancorporation shares in Q2 2026, an estimated $252.
  • Zions Bancorporation made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2513 holding.
  • Kestra Advisory Services first reported a position in Zions Bancorporation in Q1 2021 and has held it in 18 quarters since.
  • Kestra Advisory Services's Zions Bancorporation position peaked at $604K in Q4 2025.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.