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Mosley Wealth Management’s Zions Bancorporation ZION Stock Holding History

Mosley 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 		$2.77K Hold
40
– – ﹤0.01% 477
2026
Q1 		$2.26K Buy
+40
New +$2.36K ﹤0.01% 384

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

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

Mosley Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 40 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Mosley Wealth Management first reported a position in ZION in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Mosley Wealth Management held 40 shares of Zions Bancorporation worth $2.77K as of Q2 2026.
  • Mosley Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Mosley Wealth Management first reported a position in Zions Bancorporation in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.