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Planning Strategies’s Zions Bancorporation ZION Stock Holding History

Planning Strategies’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 		$1.31K Buy
+19
New +$1.2K ﹤0.01% 695

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

Planning Strategies's ZION Position: Q2 2026 in Review

Planning Strategies opened a new position in Zions Bancorporation (ZION) in Q2 2026: 19 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings.

568 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Planning Strategies held 19 shares of Zions Bancorporation worth $1.31K as of Q2 2026.
  • Zions Bancorporation was a new Planning Strategies position in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #695 holding.
  • 568 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.