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Kingswood Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Kingswood Wealth Advisors’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 		$252K Buy
3,648
+31
+0.9% +$1.95K 0.01% 858
2026
Q1 		$208K Sell
3,617
-15
-0.4% -$884 0.01% 873
2025
Q4 		$213K Sell
3,632
-50
-1% -$2.72K 0.01% 807
2025
Q3 		$208K Buy
+3,682
New +$205K 0.01% 750

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

Kingswood Wealth Advisors's ZION Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Zions Bancorporation (ZION) stake by 0.86% in Q2 2026, buying an estimated $1.95K and bringing the position to 3,648 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #858.

Kingswood Wealth Advisors first reported a position in ZION in Q3 2025 and has held it in 4 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Kingswood Wealth Advisors held 3,648 shares of Zions Bancorporation worth $252K as of Q2 2026.
  • Kingswood Wealth Advisors bought 31 Zions Bancorporation shares in Q2 2026, an estimated $1.95K.
  • Zions Bancorporation made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #858 holding.
  • Kingswood Wealth Advisors first reported a position in Zions Bancorporation in Q3 2025 and has held it in 4 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.