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MPWM Advisory Solutions’s Zions Bancorporation ZION Stock Holding History

MPWM Advisory Solutions’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 		$16.5K Buy
238
+2
+0.8% +$126 0.01% 302
2026
Q1 		$13.6K Buy
236
+2
+0.9% +$118 0.01% 308
2025
Q4 		$13.7K Buy
234
+2
+0.9% +$109 0.01% 292
2025
Q3 		$13.2K Buy
232
+2
+0.9% +$111 0.01% 270
2025
Q2 		$12K Buy
230
+2
+0.9% +$94 0.01% 286
2025
Q1 		$11.4K Buy
228
+1
+0.4% +$54 0.01% 296
2024
Q4 		$12.3K Buy
+227
New +$12.4K 0.01% 296

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

MPWM Advisory Solutions's ZION Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Zions Bancorporation (ZION) stake by 0.85% in Q2 2026, buying an estimated $126 and bringing the position to 238 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #302.

MPWM Advisory Solutions 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.

  • MPWM Advisory Solutions held 238 shares of Zions Bancorporation worth $16.5K as of Q2 2026.
  • MPWM Advisory Solutions bought 2 Zions Bancorporation shares in Q2 2026, an estimated $126.
  • Zions Bancorporation made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #302 holding.
  • MPWM Advisory Solutions 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 MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.