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Mowery & Schoenfeld Wealth Management’s Zions Bancorporation ZION Stock Holding History

Mowery & Schoenfeld 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 		$1.74K Hold
25
– – ﹤0.01% 336
2026
Q1 		$1.45K Hold
25
– – ﹤0.01% 327
2025
Q4 		$1.48K Hold
25
– – ﹤0.01% 418
2025
Q3 		$1.43K Hold
25
– – ﹤0.01% 349
2025
Q2 		$1.31K Hold
25
– – ﹤0.01% 349
2025
Q1 		$1.26K Sell
25
-3
-11% -$162 ﹤0.01% 404
2024
Q4 		$1.52K Buy
+28
New +$1.53K ﹤0.01% 422

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 $3.38T AUM 44.17% 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

Mowery & Schoenfeld Wealth Management's ZION Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Zions Bancorporation (ZION) position steady in Q2 2026 at 25 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Mowery & Schoenfeld 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.

  • Mowery & Schoenfeld Wealth Management held 25 shares of Zions Bancorporation worth $1.74K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.