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Leo Wealth LLC’s Zions Bancorporation ZION Stock Holding History

Leo Wealth LLC’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 		$369K Sell
6,408
-1,899
-23% -$112K 0.03% 316
2025
Q4 		$486K Sell
8,307
-1,930
-19% -$105K 0.04% 268
2025
Q3 		$579K Sell
10,237
-2,543
-20% -$141K 0.08% 160
2025
Q2 		$664K Sell
12,780
-2,137
-14% -$100K 0.05% 204
2025
Q1 		$744K Buy
14,917
+253
+2% +$13.6K 0.11% 148
2024
Q4 		$796K Buy
14,664
+107
+0.7% +$5.86K 0.07% 178
2024
Q3 		$687K Buy
+14,557
New +$689K 0.06% 187

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Leo Wealth LLC's ZION Position: Q1 2026 in Review

Leo Wealth LLC reduced its Zions Bancorporation (ZION) stake by 23% in Q1 2026, selling an estimated $112K and leaving 6,408 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #316.

Leo Wealth LLC first reported a position in ZION in Q3 2024 and has held it in 7 quarters since. The position peaked at $796K in Q4 2024. 566 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

  • Leo Wealth LLC held 6,408 shares of Zions Bancorporation worth $369K as of Q1 2026.
  • Leo Wealth LLC sold 1,899 Zions Bancorporation shares in Q1 2026, an estimated $112K.
  • Zions Bancorporation made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #316 holding.
  • Leo Wealth LLC first reported a position in Zions Bancorporation in Q3 2024 and has held it in 7 quarters since.
  • Leo Wealth LLC's Zions Bancorporation position peaked at $796K in Q4 2024.
  • 566 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.