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Prestige Wealth Management Group’s Zions Bancorporation ZION Stock Holding History

Prestige Wealth Management 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 		$6.3K Buy
91
+4
+5% +$252 ﹤0.01% 529
2026
Q1 		$5.01K Buy
87
+3
+4% +$177 ﹤0.01% 558
2025
Q4 		$4.92K Hold
84
– – ﹤0.01% 583
2025
Q3 		$4.75K Hold
84
– – ﹤0.01% 577
2025
Q2 		$4.36K Hold
84
– – ﹤0.01% 586
2025
Q1 		$4.19K Hold
84
– – ﹤0.01% 602
2024
Q4 		$4.56K Hold
84
– – ﹤0.01% 631
2024
Q3 		$3.97K Hold
84
– – ﹤0.01% 648
2024
Q2 		$3.64K Hold
84
– – ﹤0.01% 611
2024
Q1 		$3.65K Hold
84
– – ﹤0.01% 643
2023
Q4 		$3.69K Hold
84
– – ﹤0.01% 644
2023
Q3 		$2.93K Hold
84
– – ﹤0.01% 673
2023
Q2 		$2.26K Buy
84
+53
+171% +$1.47K ﹤0.01% 739
2023
Q1 		$928 Sell
31
-28
-47% -$1.28K ﹤0.01% 902
2022
Q4 		$2.9K Buy
59
+20
+51% +$1K ﹤0.01% 747
2022
Q3 		$2K Hold
39
– – ﹤0.01% 792
2022
Q2 		$2K Hold
39
– – ﹤0.01% 808
2022
Q1 		$3K Hold
39
– – ﹤0.01% 741
2021
Q4 		$2K Hold
39
– – ﹤0.01% 848
2021
Q3 		$2K Hold
39
– – ﹤0.01% 838
2021
Q2 		$2K Hold
39
– – ﹤0.01% 837
2021
Q1 		$2K Hold
39
– – ﹤0.01% 833
2020
Q4 		$2K Buy
39
+8
+26% +$296 ﹤0.01% 804
2020
Q3 		$1K Hold
31
– – ﹤0.01% 859
2020
Q2 		$1K Hold
31
– – ﹤0.01% 865
2020
Q1 		$1K Buy
+31
New +$1.28K ﹤0.01% 870
2019
Q1 		– Sell
-36
Closed -$1K – 1167
2018
Q4 		$1K Buy
+36
New +$1.68K ﹤0.01% 1155

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

Prestige Wealth Management Group's ZION Position: Q2 2026 in Review

Prestige Wealth Management Group increased its Zions Bancorporation (ZION) stake by 4.6% in Q2 2026, buying an estimated $252 and bringing the position to 91 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Prestige Wealth Management Group first reported a position in ZION in Q4 2018 and has held it in 27 quarters since. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Prestige Wealth Management Group held 91 shares of Zions Bancorporation worth $6.3K as of Q2 2026.
  • Prestige Wealth Management Group bought 4 Zions Bancorporation shares in Q2 2026, an estimated $252.
  • Zions Bancorporation made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #529 holding.
  • Prestige Wealth Management Group first reported a position in Zions Bancorporation in Q4 2018 and has held it in 27 quarters since.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.