Pinnacle Wealth Planning Services’s Zions Bancorporation ZION Stock Holding History

Pinnacle Wealth Planning 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	$314K	Buy	4,543 +45	+1%	+$2.84K	0.03%	351
2026 Q1	$259K	Buy	4,498 +1,061	+31%	+$62.5K	0.03%	386
2025 Q4	$201K	Buy	+3,437	New	+$187K	0.02%	460
2021 Q1	–	Sell	-638	Closed	-$28K	–	2008
2020 Q4	$28K	Buy	+638	New	+$23.6K	0.01%	1029
2018 Q3	–	Sell	-4,320	Closed	-$228K	–	186
2018 Q2	$228K	Sell	4,320 -201	-4%	-$11.1K	0.22%	151
2018 Q1	$239K	Buy	+4,521	New	+$243K	0.25%	136

Other funds holding ZION

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pinnacle Wealth Planning Services's ZION Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Zions Bancorporation (ZION) stake by 1% in Q2 2026, buying an estimated $2.84K and bringing the position to 4,543 shares worth $314K. The position accounts for 0.03% of the portfolio, ranked #351.

Pinnacle Wealth Planning Services first reported a position in ZION in Q1 2018 and has held it in 6 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Pinnacle Wealth Planning Services held 4,543 shares of Zions Bancorporation worth $314K as of Q2 2026.
Pinnacle Wealth Planning Services bought 45 Zions Bancorporation shares in Q2 2026, an estimated $2.84K.
Zions Bancorporation made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #351 holding.
Pinnacle Wealth Planning Services first reported a position in Zions Bancorporation in Q1 2018 and has held it in 6 quarters since.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.