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

Private 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	$8.3K	Hold	120	–	–	﹤0.01%	633
2026 Q1	$6.92K	Hold	120	–	–	﹤0.01%	651
2025 Q4	$7.03K	Sell	120 -61	-34%	-$3.32K	﹤0.01%	639
2025 Q3	$10.2K	Hold	181	–	–	﹤0.01%	501
2025 Q2	$9.4K	Hold	181	–	–	﹤0.01%	507
2025 Q1	$9.03K	Hold	181	–	–	﹤0.01%	501
2024 Q4	$9.82K	Hold	181	–	–	﹤0.01%	476
2024 Q3	$8.55K	Buy	181 +1	+0.6%	+$47	﹤0.01%	502
2024 Q2	$7.81K	Hold	180	–	–	﹤0.01%	525
2024 Q1	$7.81K	Hold	180	–	–	﹤0.01%	480
2023 Q4	$7.9K	Buy	+180	New	+$6.5K	﹤0.01%	469

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

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

Private Wealth Management Group held its Zions Bancorporation (ZION) position steady in Q2 2026 at 120 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Private Wealth Management Group first reported a position in ZION in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.2K in Q3 2025. 600 funds tracked by Wall St. Rank hold ZION as of Q2 2026.

Private Wealth Management Group held 120 shares of Zions Bancorporation worth $8.3K as of Q2 2026.
Private Wealth Management Group left its Zions Bancorporation share count unchanged in Q2 2026.
Zions Bancorporation made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #633 holding.
Private Wealth Management Group first reported a position in Zions Bancorporation in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Zions Bancorporation position peaked at $10.2K in Q3 2025.
600 funds tracked by Wall St. Rank held Zions Bancorporation as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.