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Net Worth Advisory Group’s Zions Bancorporation ZION Stock Holding History

Net Worth Advisory Group’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 		– Sell
-8,363
Closed -$482K – 478
2026
Q1 		$482K Sell
8,363
-698
-8% -$41.1K 0.1% 208
2025
Q4 		$530K Buy
+9,061
New +$493K 0.11% 195
2025
Q3 		– Sell
-5,850
Closed -$304K – 508
2025
Q2 		$304K Buy
+5,850
New +$274K 0.07% 304

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

Net Worth Advisory Group's ZION Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Zions Bancorporation (ZION) in Q2 2026, closing a stake of 8,363 shares — an estimated $482K sold.

Net Worth Advisory Group first reported a position in ZION in Q2 2025 and held it in 3 quarters. The position peaked at $530K in Q4 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Zions Bancorporation position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 8,363 Zions Bancorporation shares in Q2 2026, an estimated $482K.
  • Net Worth Advisory Group first reported a position in Zions Bancorporation in Q2 2025 and held it in 3 quarters.
  • Net Worth Advisory Group's Zions Bancorporation position peaked at $530K in Q4 2025.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.