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Kestra Private Wealth Services’s Zions Bancorporation ZION Stock Holding History

Kestra Private Wealth 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 		$1.34M Sell
19,376
-467
-2% -$29.4K 0.01% 757
2026
Q1 		$1.14M Buy
19,843
+520
+3% +$30.6K 0.01% 767
2025
Q4 		$1.13M Buy
19,323
+14
+0.1% +$762 0.01% 757
2025
Q3 		$1.09M Sell
19,309
-87
-0.4% -$4.84K 0.01% 738
2025
Q2 		$1.01M Buy
19,396
+77
+0.4% +$3.61K 0.01% 745
2025
Q1 		$963K Buy
19,319
+540
+3% +$29.1K 0.02% 696
2024
Q4 		$1.02M Buy
18,779
+154
+0.8% +$8.44K 0.02% 643
2024
Q3 		$879K Sell
18,625
-3,325
-15% -$157K 0.02% 660
2024
Q2 		$952K Sell
21,950
-1,892
-8% -$79.8K 0.02% 591
2024
Q1 		$1.03M Buy
23,842
+1,554
+7% +$64.1K 0.02% 550
2023
Q4 		$978K Buy
22,288
+286
+1% +$10.3K 0.02% 534
2023
Q3 		$768K Buy
22,002
+2,351
+12% +$82K 0.02% 531
2023
Q2 		$528K Buy
19,651
+6,440
+49% +$179K 0.02% 615
2023
Q1 		$395K Buy
13,211
+5,546
+72% +$254K 0.02% 673
2022
Q4 		$377K Sell
7,665
-794
-9% -$39.7K 0.02% 600
2022
Q3 		$430K Buy
8,459
+873
+12% +$47.7K 0.02% 535
2022
Q2 		$386K Sell
7,586
-1
-0% -$57 0.02% 587
2022
Q1 		$497K Buy
7,587
+92
+1% +$6.29K 0.02% 577
2021
Q4 		$473K Buy
7,495
+72
+1% +$4.6K 0.02% 616
2021
Q3 		$459K Buy
7,423
+3
+0% +$165 0.03% 565
2021
Q2 		$392K Buy
7,420
+3
+0% +$168 0.02% 576
2021
Q1 		$408K Sell
7,417
-715
-9% -$36.8K 0.03% 508
2020
Q4 		$351K Buy
+8,132
New +$301K 0.03% 528

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

Kestra Private Wealth Services's ZION Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Zions Bancorporation (ZION) stake by 2.4% in Q2 2026, selling an estimated $29.4K and leaving 19,376 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #757.

Kestra Private Wealth Services first reported a position in ZION in Q4 2020 and has held it in 23 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Kestra Private Wealth Services held 19,376 shares of Zions Bancorporation worth $1.34M as of Q2 2026.
  • Kestra Private Wealth Services sold 467 Zions Bancorporation shares in Q2 2026, an estimated $29.4K.
  • Zions Bancorporation made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #757 holding.
  • Kestra Private Wealth Services first reported a position in Zions Bancorporation in Q4 2020 and has held it in 23 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

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