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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
Q2 		$331K Buy
4,788
+118
+3% +$7.44K ﹤0.01% 852
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
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
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

Modern Wealth Management's ZION Position: Q2 2026 in Review

Modern Wealth Management increased its Zions Bancorporation (ZION) stake by 2.5% in Q2 2026, buying an estimated $7.44K and bringing the position to 4,788 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Modern Wealth Management first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Modern Wealth Management held 4,788 shares of Zions Bancorporation worth $331K as of Q2 2026.
  • Modern Wealth Management bought 118 Zions Bancorporation shares in Q2 2026, an estimated $7.44K.
  • Zions Bancorporation made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #852 holding.
  • Modern Wealth Management first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.