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Peterson Wealth Services’s Zions Bancorporation ZION Stock Holding History

Peterson Wealth Services’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 		$128K Buy
1,855
+6
+0.3% +$378 0.03% 147
2026
Q1 		$107K Buy
1,849
+6
+0.3% +$354 0.03% 147
2025
Q4 		$108K Buy
1,843
+1,651
+860% +$89.9K 0.03% 142
2025
Q3 		$104K Sell
192
-1,636
-89% -$91K 0.03% 148
2025
Q2 		$95K Sell
1,828
-231
-11% -$10.8K 0.03% 147
2025
Q1 		$103K Buy
2,059
+8
+0.4% +$431 0.03% 143
2024
Q4 		$111K Buy
2,051
+8
+0.4% +$438 0.03% 139
2024
Q3 		$96.5K Buy
+2,043
New +$96.7K 0.03% 145
2024
Q1 		– Sell
-7,070
Closed -$314K – 117
2023
Q4 		$314K Sell
7,070
-78,422
-92% -$2.83M 0.13% 77
2023
Q3 		$2.98M Buy
85,492
+3,795
+5% +$132K 2.23% 17
2023
Q2 		$2.2M Buy
+81,697
New +$2.27M 1.05% 33

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

Peterson Wealth Services's ZION Position: Q2 2026 in Review

Peterson Wealth Services increased its Zions Bancorporation (ZION) stake by 0.32% in Q2 2026, buying an estimated $378 and bringing the position to 1,855 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #147.

Peterson Wealth Services first reported a position in ZION in Q2 2023 and has held it in 11 quarters since. The position peaked at $2.98M in Q3 2023. 599 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Peterson Wealth Services held 1,855 shares of Zions Bancorporation worth $128K as of Q2 2026.
  • Peterson Wealth Services bought 6 Zions Bancorporation shares in Q2 2026, an estimated $378.
  • Zions Bancorporation made up 0.03% of Peterson Wealth Services's portfolio in Q2 2026, its #147 holding.
  • Peterson Wealth Services first reported a position in Zions Bancorporation in Q2 2023 and has held it in 11 quarters since.
  • Peterson Wealth Services's Zions Bancorporation position peaked at $2.98M in Q3 2023.
  • 599 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.