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Principia Wealth Advisory’s Zions Bancorporation ZION Stock Holding History

Principia Wealth Advisory’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 		$415 Hold
6
– – ﹤0.01% 921
2026
Q1 		$346 Hold
6
– – ﹤0.01% 899
2025
Q4 		$351 Hold
6
– – ﹤0.01% 871
2025
Q3 		$339 Hold
6
– – ﹤0.01% 842
2025
Q2 		$312 Sell
6
-11
-65% -$516 ﹤0.01% 845
2025
Q1 		$777 Sell
17
-1
-6% -$54 ﹤0.01% 459
2024
Q4 		$977 Buy
+18
New +$986 ﹤0.01% 372

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

Principia Wealth Advisory's ZION Position: Q2 2026 in Review

Principia Wealth Advisory held its Zions Bancorporation (ZION) position steady in Q2 2026 at 6 shares worth $415. The position accounts for ﹤0.01% of the portfolio, ranked #921.

Principia Wealth Advisory first reported a position in ZION in Q4 2024 and has held it in 7 quarters since. The position peaked at $977 in Q4 2024. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

  • Principia Wealth Advisory held 6 shares of Zions Bancorporation worth $415 as of Q2 2026.
  • Principia Wealth Advisory left its Zions Bancorporation share count unchanged in Q2 2026.
  • Zions Bancorporation made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #921 holding.
  • Principia Wealth Advisory first reported a position in Zions Bancorporation in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Zions Bancorporation position peaked at $977 in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.