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Timothy G. Youngquist 2020 Irrevocable Trust’s Zions Bancorporation ZION Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-1,551
Closed -$89.4K – 496
2026
Q1 		$89.4K Buy
+1,551
New +$91.4K 0.04% 169

Other funds holding ZION

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's ZION Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 1,551 shares — an estimated $89.4K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in ZION in Q1 2026 and held it in 1 quarter. The position peaked at $89.4K in Q1 2026. 299 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 1,551 Zions Bancorporation shares in Q2 2026, an estimated $89.4K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Zions Bancorporation in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Zions Bancorporation position peaked at $89.4K in Q1 2026.
  • 299 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.