Modern Wealth Management’s Zions Bancorporation ZION Stock Holding History

Modern Wealth Management’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	$272K	Buy	4,670 +209	+5%	+$12.3K	﹤0.01%	749
2025 Q4	$261K	Sell	4,461 -29	-0.6%	-$1.58K	﹤0.01%	727
2025 Q3	$254K	Buy	4,490 +63	+1%	+$3.5K	0.01%	695
2025 Q2	$230K	Buy	4,427 +91	+2%	+$4.27K	0.01%	698
2025 Q1	$216K	Sell	4,336 -10	-0.2%	-$538	0.01%	625
2024 Q4	$236K	Buy	+4,346	New	+$238K	0.01%	518

Other funds holding ZION

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Modern Wealth Management's ZION Position: Q1 2026 in Review

Modern Wealth Management increased its Zions Bancorporation (ZION) stake by 4.7% in Q1 2026, buying an estimated $12.3K and bringing the position to 4,670 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Modern Wealth Management first reported a position in ZION in Q4 2024 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold ZION as of Q1 2026.

Modern Wealth Management held 4,670 shares of Zions Bancorporation worth $272K as of Q1 2026.
Modern Wealth Management bought 209 Zions Bancorporation shares in Q1 2026, an estimated $12.3K.
Zions Bancorporation made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #749 holding.
Modern Wealth Management first reported a position in Zions Bancorporation in Q4 2024 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.