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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Kingswood Wealth Advisors's ZION Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Zions Bancorporation (ZION) stake by 0.41% in Q1 2026, selling an estimated $884 and leaving 3,617 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #873.

Kingswood Wealth Advisors first reported a position in ZION in Q3 2025 and has held it in 3 quarters since. The position peaked at $213K in Q4 2025. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Kingswood Wealth Advisors held 3,617 shares of Zions Bancorporation worth $208K as of Q1 2026.
  • Kingswood Wealth Advisors sold 15 Zions Bancorporation shares in Q1 2026, an estimated $884.
  • Zions Bancorporation made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #873 holding.
  • Kingswood Wealth Advisors first reported a position in Zions Bancorporation in Q3 2025 and has held it in 3 quarters since.
  • Kingswood Wealth Advisors's Zions Bancorporation position peaked at $213K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.