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Physician Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Physician Wealth Advisors’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 		$1.53M Sell
22,051
-413
-2% -$26K 0.18% 63
2026
Q1 		$1.29M Buy
22,464
+8,697
+63% +$512K 0.18% 64
2025
Q4 		$806K Sell
13,767
-85
-0.6% -$4.63K 0.11% 77
2025
Q3 		$784K Buy
13,852
+3
+0% +$167 0.11% 77
2025
Q2 		$719K Buy
13,849
+90
+0.7% +$4.22K 0.11% 80
2025
Q1 		$686K Buy
13,759
+44
+0.3% +$2.37K 0.12% 81
2024
Q4 		$744K Buy
13,715
+33
+0.2% +$1.81K 0.13% 80
2024
Q3 		$691K Buy
13,682
+40
+0.3% +$1.89K 0.12% 78
2024
Q2 		$685K Buy
13,642
+659
+5% +$27.8K 0.13% 80
2024
Q1 		$513K Sell
12,983
-476
-4% -$19.6K 0.11% 89
2023
Q4 		$583K Buy
13,459
+150
+1% +$5.42K 0.13% 80
2023
Q3 		$452K Sell
13,309
-964
-7% -$33.6K 0.12% 82
2023
Q2 		$402K Buy
14,273
+575
+4% +$15.9K 0.1% 90
2023
Q1 		$448K Buy
13,698
+4,163
+44% +$191K 0.12% 84
2022
Q4 		$494K Sell
9,535
-88
-0.9% -$4.4K 0.13% 78
2022
Q3 		$515K Buy
9,623
+6
+0.1% +$328 0.16% 69
2022
Q2 		$519K Sell
9,617
-435
-4% -$24.7K 0.15% 74
2022
Q1 		$598K Buy
10,052
+376
+4% +$25.7K 0.16% 74
2021
Q4 		$678K Sell
9,676
-269
-3% -$17.2K 0.18% 67
2021
Q3 		$618K Buy
9,945
+106
+1% +$5.82K 0.17% 75
2021
Q2 		$495K Buy
9,839
+5
+0.1% +$280 0.14% 84
2021
Q1 		$544K Buy
9,834
+5
+0.1% +$257 0.18% 76
2020
Q4 		$492K Buy
9,829
+799
+9% +$29.5K 0.17% 79
2020
Q3 		$300K Buy
9,030
+8
+0.1% +$258 0.12% 98
2020
Q2 		$313K Buy
+9,022
New +$286K 0.13% 99
2020
Q1 		– Sell
-4,408
Closed -$225K – 130
2019
Q4 		$225K Buy
+4,408
New +$214K 0.1% 106

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

Physician Wealth Advisors's ZION Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Zions Bancorporation (ZION) stake by 1.8% in Q2 2026, selling an estimated $26K and leaving 22,051 shares worth $1.53M. The position accounts for 0.18% of the portfolio, ranked #63.

Physician Wealth Advisors first reported a position in ZION in Q4 2019 and has held it in 26 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Physician Wealth Advisors held 22,051 shares of Zions Bancorporation worth $1.53M as of Q2 2026.
  • Physician Wealth Advisors sold 413 Zions Bancorporation shares in Q2 2026, an estimated $26K.
  • Zions Bancorporation made up 0.18% of Physician Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Physician Wealth Advisors first reported a position in Zions Bancorporation in Q4 2019 and has held it in 26 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.